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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 | $78,924 | $76,371+3.3% | $93,621-15.7% | $72,976+8.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -3.18% | 25.82%-29.0pp | 32.76%-35.9pp | 81.02%-84.2pp |
| Employer contribution / active EE | $1,773 | $2,276-22.1% | $2,719-34.8% | $2,440-27.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,602 | $6,839-47.3% | $7,890-54.3% | $5,124-29.7% |