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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 | $47,544 | $50,947-6.7% | $74,549-36.2% | $64,173-25.9% |
| Participation rate | 70.8% | 61.1%+9.8pp | 69.1%+1.7pp | 69.6%+1.3pp |
| Annual return | -9.98% | -1.85%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,629 | $1,115+46.0% | $1,961-16.9% | $2,381-31.6% |
| Participant deferral / active EE | $3,182 | $2,302+38.3% | $3,108+2.4% | $3,470-8.3% |
| Admin fee / account holder | $3,940 | $4,221-6.7% | $5,059-22.1% | $4,887-19.4% |