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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 | $35,195 | $209,374-83.2% | $204,484-82.8% | $479,618-92.7% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | -4.24% | 0.62%-4.9pp | 1.17%-5.4pp | 101.32%-105.6pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $10,112 | $10,567-4.3% | $9,535+6.0% | $7,699+31.3% |
| Admin fee / account holder | $1,358 | $3,921-65.4% | $4,140-67.2% | $12,520-89.2% |