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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 | $51,585 | $95,762-46.1% | $379,746-86.4% | $79,856-35.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | -20.40% | 18.26%-38.7pp | 34.90%-55.3pp | 31.71%-52.1pp |
| Employer contribution / active EE | $2,836 | $2,695+5.2% | $3,540-19.9% | $2,471+14.8% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,421 | $6,745+10.0% | $7,927-6.4% | $5,306+39.9% |