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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 | $37,936 | $62,672-39.5% | $185,117-79.5% | $70,126-45.9% |
| Participation rate | 87.9% | 63.8%+24.2pp | 77.3%+10.7pp | 69.5%+18.4pp |
| Annual return | -0.36% | 40.79%-41.1pp | 40.50%-40.9pp | 73.15%-73.5pp |
| Employer contribution / active EE | $1,174 | $1,753-33.1% | $4,182-71.9% | $2,343-49.9% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,771 | $3,932-29.5% | $8,159-66.0% | $4,645-40.3% |