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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 | $50,942 | $215,361-76.3% | $171,082-70.2% | $273,972-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.23% | 25.14%-27.4pp | 32.56%-34.8pp | 41.46%-43.7pp |
| Employer contribution / active EE | $313 | $4,967-93.7% | $4,002-92.2% | $4,869-93.6% |
| Participant deferral / active EE | $2,165 | $5,543-60.9% | $4,797-54.9% | $5,287-59.1% |
| Admin fee / account holder | $472 | $10,846-95.7% | $8,520-94.5% | $10,133-95.3% |