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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 | $37,041 | $56,054-33.9% | $171,082-78.3% | $62,881-41.1% |
| Participation rate | 81.1% | 62.9%+18.2pp | 76.7%+4.4pp | 69.3%+11.8pp |
| Annual return | -0.08% | 22.52%-22.6pp | 32.56%-32.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $3,183 | $1,731+83.9% | $4,002-20.5% | $2,281+39.6% |
| Participant deferral / active EE | $2,372 | $3,158-24.9% | $4,797-50.6% | $3,203-25.9% |
| Admin fee / account holder | $464 | $3,647-87.3% | $8,520-94.6% | $4,296-89.2% |