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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 | $51,282 | $76,551-33.0% | $123,894-58.6% | $62,881-18.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.68% | 18.68%-20.4pp | 47.52%-49.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $3,873 | $2,882+34.4% | $4,617-16.1% | $2,281+69.8% |
| Participant deferral / active EE | $3,051 | $4,840-37.0% | $5,984-49.0% | $3,203-4.7% |
| Admin fee / account holder | $636 | $4,826-86.8% | $8,357-92.4% | $4,296-85.2% |