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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 | $58,643 | $62,583-6.3% | $76,767-23.6% | $64,173-8.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -10.70% | -1.95%-8.7pp | 2.43%-13.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,479 | $1,832-19.3% | $2,485-40.5% | $2,381-37.9% |
| Participant deferral / active EE | $4,668 | $3,145+48.4% | $3,852+21.2% | $3,470+34.5% |
| Admin fee / account holder | $447 | $4,667-90.4% | $6,675-93.3% | $4,887-90.9% |