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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,550 | $53,837-13.5% | $75,717-38.5% | $85,856-45.8% |
| Participation rate | 82.2% | 69.1%+13.2pp | 74.8%+7.4pp | 69.3%+12.9pp |
| Annual return | -0.61% | 24.54%-25.1pp | 104.58%-105.2pp | 318.58%-319.2pp |
| Employer contribution / active EE | $1,872 | $2,017-7.2% | $2,743-31.8% | $2,565-27.0% |
| Participant deferral / active EE | $3,295 | $2,895+13.8% | $3,821-13.8% | $3,952-16.6% |
| Admin fee / account holder | $2,198 | $3,341-34.2% | $3,619-39.3% | $6,261-64.9% |