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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 | $40,011 | $51,708-22.6% | $106,619-62.5% | $62,881-36.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -3.17% | 4.69%-7.9pp | 9.42%-12.6pp | 20.14%-23.3pp |
| Employer contribution / active EE | $3,311 | $1,764+87.7% | $3,947-16.1% | $2,281+45.1% |
| Participant deferral / active EE | $2,889 | $2,315+24.8% | $3,930-26.5% | $3,203-9.8% |
| Admin fee / account holder | $4,139 | $3,349+23.6% | $6,418-35.5% | $4,296-3.7% |