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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 | $46,674 | $48,078-2.9% | $78,676-40.7% | $62,881-25.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.82% | 31.36%-32.2pp | 62.19%-63.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,947 | $2,015+46.3% | $2,850+3.4% | $2,281+29.2% |
| Participant deferral / active EE | $6,233 | $2,587+140.9% | $3,517+77.3% | $3,203+94.6% |
| Admin fee / account holder | $7,829 | $3,206+144.2% | $4,510+73.6% | $4,296+82.2% |