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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 | $39,433 | $47,944-17.8% | $67,834-41.9% | $62,881-37.3% |
| Participation rate | 73.8% | 61.1%+12.7pp | 68.8%+5.0pp | 69.3%+4.5pp |
| Annual return | -0.86% | 11.77%-12.6pp | 138.47%-139.3pp | 20.14%-21.0pp |
| Employer contribution / active EE | $420 | $1,562-73.1% | $2,403-82.5% | $2,281-81.6% |
| Participant deferral / active EE | $1,680 | $2,247-25.2% | $3,160-46.8% | $3,203-47.5% |
| Admin fee / account holder | $3,107 | $3,712-16.3% | $4,622-32.8% | $4,296-27.7% |