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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 | $71,872 | $60,349+19.1% | $74,184-3.1% | $62,881+14.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.68% | 21.38%-24.1pp | 17.74%-20.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $1,786 | $1,680+6.3% | $2,370-24.7% | $2,281-21.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,383 | $4,261-67.5% | $5,586-75.2% | $4,296-67.8% |