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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 | $38,622 | $39,132-1.3% | $57,196-32.5% | $62,881-38.6% |
| Participation rate | 88.0% | 70.5%+17.5pp | 75.3%+12.7pp | 69.3%+18.7pp |
| Annual return | -3.97% | 9.24%-13.2pp | 14.59%-18.6pp | 20.14%-24.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,081 | $2,374+29.8% | $3,096-0.5% | $3,203-3.8% |
| Admin fee / account holder | $11,944 | $2,594+360.4% | $3,141+280.3% | $4,296+178.0% |