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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 | $52,414 | $56,544-7.3% | $75,501-30.6% | $70,126-25.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -3.05% | 23.59%-26.6pp | 27.35%-30.4pp | 73.15%-76.2pp |
| Employer contribution / active EE | $3,414 | $1,817+87.9% | $2,352+45.1% | $2,343+45.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,367 | $3,827-64.3% | $5,801-76.4% | $4,645-70.6% |