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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 | $34,940 | $48,078-27.3% | $78,676-55.6% | $62,881-44.4% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | -0.50% | 31.36%-31.9pp | 62.19%-62.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,698 | $2,587-34.4% | $3,517-51.7% | $3,203-47.0% |
| Admin fee / account holder | $7,032 | $3,206+119.3% | $4,510+55.9% | $4,296+63.7% |