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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 | $46,888 | $76,551-38.7% | $123,894-62.2% | $62,881-25.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -2.38% | 18.68%-21.1pp | 47.52%-49.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $3,346 | $2,882+16.1% | $4,617-27.5% | $2,281+46.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,315 | $4,826-52.0% | $8,357-72.3% | $4,296-46.1% |