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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 | $42,641 | $153,769-72.3% | $133,975-68.2% | $273,972-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.36% | 36.51%-36.9pp | 29.29%-29.7pp | 41.46%-41.8pp |
| Employer contribution / active EE | $2,142 | $6,029-64.5% | $5,211-58.9% | $4,869-56.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,738 | $11,765-76.7% | $9,324-70.6% | $10,133-73.0% |