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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 | $41,605 | $95,453-56.4% | $112,040-62.9% | $82,448-49.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -4.35% | 23.92%-28.3pp | 24.52%-28.9pp | 41.64%-46.0pp |
| Employer contribution / active EE | $1,767 | $2,318-23.7% | $2,954-40.2% | $2,551-30.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,643 | $9,013-59.6% | $12,098-69.9% | $7,234-49.6% |