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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 | $38,293 | $67,411-43.2% | $91,004-57.9% | $70,126-45.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.18% | -40.16%+51.3pp | 4.60%+6.6pp | 73.15%-62.0pp |
| Employer contribution / active EE | $3,052 | $1,786+70.9% | $2,456+24.3% | $2,343+30.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,036 | $4,236-51.9% | $5,417-62.4% | $4,645-56.2% |