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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 | $39,863 | $76,551-47.9% | $123,894-67.8% | $62,881-36.6% |
| Participation rate | 77.2% | 73.0%+4.2pp | 81.4%-4.2pp | 69.3%+7.9pp |
| Annual return | -3.98% | 18.68%-22.7pp | 47.52%-51.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $2,950 | $2,882+2.3% | $4,617-36.1% | $2,281+29.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $35,323 | $4,826+632.0% | $8,357+322.7% | $4,296+722.3% |