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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 | $43,931 | $110,083-60.1% | $151,645-71.0% | $68,490-35.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.73% | -10.12%-8.6pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,287 | $4,470-26.5% | $6,165-46.7% | $2,597+26.6% |
| Participant deferral / active EE | $8,978 | $6,526+37.6% | $8,363+7.4% | $4,028+122.9% |
| Admin fee / account holder | $1,812 | $7,718-76.5% | $11,614-84.4% | $5,403-66.5% |