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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 | $40,574 | $56,894-28.7% | $84,753-52.1% | $62,881-35.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -21.41% | 6.30%-27.7pp | 22.78%-44.2pp | 20.14%-41.6pp |
| Employer contribution / active EE | $3,794 | $2,400+58.1% | $3,574+6.1% | $2,281+66.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $819 | $3,581-77.1% | $5,333-84.6% | $4,296-80.9% |