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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 | $39,053 | $56,894-31.4% | $84,753-53.9% | $62,881-37.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -8.10% | 6.30%-14.4pp | 22.78%-30.9pp | 20.14%-28.2pp |
| Employer contribution / active EE | $5,936 | $2,400+147.3% | $3,574+66.1% | $2,281+160.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,690 | $3,581+3.0% | $5,333-30.8% | $4,296-14.1% |