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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 | $30,496 | $71,480-57.3% | $90,782-66.4% | $64,181-52.5% |
| Participation rate | 95.2% | 77.6%+17.7pp | 82.7%+12.6pp | 69.6%+25.7pp |
| Annual return | -7.88% | -4.25%-3.6pp | -3.42%-4.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,485 | $3,415+31.3% | $4,105+9.2% | $2,381+88.4% |
| Participant deferral / active EE | $4,161 | $4,302-3.3% | $5,366-22.5% | $3,470+19.9% |
| Admin fee / account holder | $2,528 | $6,309-59.9% | $5,908-57.2% | $4,887-48.3% |