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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 | $44,568 | $125,797-64.6% | $170,043-73.8% | $75,173-40.7% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.0%+9.8pp | 67.2%+29.6pp |
| Annual return | -0.79% | 27.20%-28.0pp | 53.40%-54.2pp | 160.72%-161.5pp |
| Employer contribution / active EE | $3,966 | $4,616-14.1% | $6,790-41.6% | $2,671+48.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,121 | $8,177-61.8% | $12,824-75.7% | $5,651-44.8% |