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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 | $63,723 | $138,393-54.0% | $184,256-65.4% | $80,959-21.3% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | -4.83% | 20.01%-24.8pp | 28.85%-33.7pp | 35.67%-40.5pp |
| Employer contribution / active EE | $6,031 | $4,847+24.4% | $6,427-6.2% | $2,757+118.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,908 | $10,489-72.3% | $13,899-79.1% | $6,925-58.0% |