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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 | $32,071 | $48,337-33.7% | $67,560-52.5% | $80,959-60.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | -0.86% | 18.26%-19.1pp | 3533.50%-3534.4pp | 35.67%-36.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $847 | $2,928-71.1% | $4,004-78.8% | $4,300-80.3% |
| Admin fee / account holder | $5,058 | $3,695+36.9% | $3,994+26.6% | $6,925-27.0% |