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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 | $48,476 | $49,025-1.1% | $87,502-44.6% | $62,881-22.9% |
| Participation rate | 97.0% | 64.9%+32.1pp | 73.8%+23.1pp | 69.3%+27.7pp |
| Annual return | -3.67% | 10.02%-13.7pp | 12.21%-15.9pp | 20.14%-23.8pp |
| Employer contribution / active EE | $1,788 | $1,372+30.3% | $2,550-29.9% | $2,281-21.6% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,543 | $4,065+134.7% | $4,221+126.1% | $4,296+122.2% |