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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 | $42,549 | $181,896-76.6% | $156,551-72.8% | $273,972-84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.49% | 30.74%-32.2pp | 32.23%-33.7pp | 41.46%-42.9pp |
| Employer contribution / active EE | $6,660 | $6,248+6.6% | $5,501+21.1% | $4,869+36.8% |
| Participant deferral / active EE | $10,167 | $5,550+83.2% | $4,871+108.7% | $5,287+92.3% |
| Admin fee / account holder | $8,133 | $15,560-47.7% | $13,028-37.6% | $10,133-19.7% |