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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 | $36,455 | $86,922-58.1% | $102,438-64.4% | $80,874-54.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | -7.58% | 18.90%-26.5pp | 29.37%-37.0pp | 35.62%-43.2pp |
| Employer contribution / active EE | $5,314 | $2,369+124.3% | $3,024+75.7% | $2,756+92.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,675 | $8,050-66.8% | $9,448-71.7% | $6,935-61.4% |