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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 | $43,955 | $65,712-33.1% | $57,196-23.1% | $273,972-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -7.44% | 22.01%-29.4pp | 14.59%-22.0pp | 41.46%-48.9pp |
| Employer contribution / active EE | $5,207 | $3,280+58.7% | $2,683+94.1% | $4,869+6.9% |
| Participant deferral / active EE | $4,624 | $3,782+22.3% | $3,096+49.3% | $5,287-12.6% |
| Admin fee / account holder | $3,708 | $4,838-23.3% | $3,141+18.1% | $10,133-63.4% |