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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 | $38,097 | $60,352-36.9% | $74,185-48.6% | $62,881-39.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.75% | 21.37%-23.1pp | 17.74%-19.5pp | 20.14%-21.9pp |
| Employer contribution / active EE | $4,598 | $1,680+173.6% | $2,370+94.0% | $2,281+101.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,640 | $4,261-14.6% | $5,586-34.8% | $4,296-15.3% |