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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 | $54,349 | $64,311-15.5% | $57,356-5.2% | $125,389-56.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | -3.69% | 25.14%-28.8pp | 24.41%-28.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $984 | $3,193-69.2% | $2,689-63.4% | $4,866-79.8% |
| Participant deferral / active EE | $1,094 | $3,846-71.6% | $3,162-65.4% | $5,352-79.6% |
| Admin fee / account holder | $2,096 | $5,243-60.0% | $3,357-37.6% | $9,541-78.0% |