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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 | $37,386 | $201,370-81.4% | $184,256-79.7% | $145,897-74.4% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | -2.60% | 29.05%-31.6pp | 28.85%-31.4pp | 552.29%-554.9pp |
| Employer contribution / active EE | $2,250 | $7,024-68.0% | $6,427-65.0% | $4,663-51.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,308 | $16,364-73.7% | $13,899-69.0% | $13,390-67.8% |