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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 | $44,746 | $52,836-15.3% | $105,738-57.7% | $64,173-30.3% |
| Participation rate | 96.7% | 66.5%+30.1pp | 76.3%+20.3pp | 69.6%+27.1pp |
| Annual return | -8.56% | 14.30%-22.9pp | 6.27%-14.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,425 | $1,827+32.7% | $3,268-25.8% | $2,381+1.9% |
| Participant deferral / active EE | $4,279 | $2,545+68.1% | $4,080+4.9% | $3,470+23.3% |
| Admin fee / account holder | $533 | $3,959-86.5% | $6,913-92.3% | $4,887-89.1% |