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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 | $48,943 | $153,311-68.1% | $109,313-55.2% | $273,972-82.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.58% | 29.86%-30.4pp | 22.07%-22.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $2,343 | $5,619-58.3% | $3,892-39.8% | $4,869-51.9% |
| Participant deferral / active EE | $2,343 | $3,932-40.4% | $3,166-26.0% | $5,287-55.7% |
| Admin fee / account holder | $1,317 | $8,076-83.7% | $5,666-76.8% | $10,133-87.0% |