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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 | $28,913 | $39,132-26.1% | $57,196-49.4% | $62,881-54.0% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | -2.74% | 9.24%-12.0pp | 14.59%-17.3pp | 20.14%-22.9pp |
| Employer contribution / active EE | $2,427 | $1,874+29.5% | $2,683-9.5% | $2,281+6.4% |
| Participant deferral / active EE | $959 | $2,374-59.6% | $3,096-69.0% | $3,203-70.0% |
| Admin fee / account holder | $2,693 | $2,594+3.8% | $3,141-14.3% | $4,296-37.3% |