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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 | $27,553 | $73,988-62.8% | $96,538-71.5% | $75,177-63.3% |
| Participation rate | 97.0% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.8pp |
| Annual return | -0.68% | 26.73%-27.4pp | 35.74%-36.4pp | 160.75%-161.4pp |
| Employer contribution / active EE | $2,985 | $2,930+1.9% | $3,740-20.2% | $2,671+11.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,007 | $5,220-80.7% | $6,737-85.1% | $5,651-82.2% |