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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 | $38,013 | $93,064-59.2% | $74,577-49.0% | $273,972-86.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.67% | 26.18%-26.9pp | 20.47%-21.1pp | 41.46%-42.1pp |
| Employer contribution / active EE | $5,591 | $3,160+76.9% | $2,525+121.4% | $4,869+14.8% |
| Participant deferral / active EE | $9,608 | $4,160+130.9% | $3,458+177.8% | $5,287+81.7% |
| Admin fee / account holder | $674 | $5,273-87.2% | $4,138-83.7% | $10,133-93.4% |