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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 | $67,622 | $69,977-3.4% | $108,582-37.7% | $62,881+7.5% |
| Participation rate | 83.0% | 72.9%+10.1pp | 79.6%+3.4pp | 69.3%+13.7pp |
| Annual return | -0.07% | 10.73%-10.8pp | -51.70%+51.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,660 | $2,135+24.6% | $3,758-29.2% | $2,281+16.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,159 | $5,076-37.8% | $7,645-58.7% | $4,296-26.5% |