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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 | $201,344-81.4% | $184,243-79.7% | $145,877-74.4% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | -2.60% | 29.01%-31.6pp | 28.82%-31.4pp | 551.28%-553.9pp |
| Employer contribution / active EE | $2,250 | $7,022-68.0% | $6,427-65.0% | $4,663-51.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,308 | $16,382-73.7% | $13,914-69.0% | $13,402-67.9% |