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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 | $62,009 | $105,623-41.3% | $87,502-29.1% | $273,972-77.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -3.33% | 12.26%-15.6pp | 12.21%-15.5pp | 41.46%-44.8pp |
| Employer contribution / active EE | $947 | $3,141-69.8% | $2,550-62.9% | $4,869-80.5% |
| Participant deferral / active EE | $1,097 | $3,601-69.5% | $3,149-65.2% | $5,287-79.3% |
| Admin fee / account holder | $5,577 | $4,781+16.7% | $4,221+32.1% | $10,133-45.0% |