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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 | $38,613 | $59,332-34.9% | $90,223-57.2% | $59,633-35.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -4.20% | 3.25%-7.4pp | 1.31%-5.5pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $3,428 | $3,031+13.1% | $4,378-21.7% | $2,203+55.6% |
| Participant deferral / active EE | $6,099 | $4,369+39.6% | $5,792+5.3% | $3,192+91.1% |
| Admin fee / account holder | $536 | $5,032-89.3% | $7,406-92.8% | $4,297-87.5% |