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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 | $66,197 | $60,349+9.7% | $74,184-10.8% | $62,881+5.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.38% | 21.38%-23.8pp | 17.74%-20.1pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,167 | $1,680-30.6% | $2,370-50.8% | $2,281-48.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,361 | $4,261-44.6% | $5,586-57.7% | $4,296-45.0% |