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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 | $76,794 | $293,085-73.8% | $293,085-73.8% | $430,769-82.2% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | -6.81% | -28.53%+21.7pp | -21.55%+14.7pp | 10.77%-17.6pp |
| Employer contribution / active EE | $531 | $6,436-91.7% | $5,774-90.8% | $26,022-98.0% |
| Participant deferral / active EE | $2,546 | $4,334-41.3% | $3,831-33.5% | $6,968-63.5% |
| Admin fee / account holder | $3,698 | $5,672-34.8% | $5,672-34.8% | $18,309-79.8% |