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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 | $40,343 | $45,566-11.5% | $64,105-37.1% | $59,633-32.3% |
| Participation rate | 95.2% | 60.2%+35.1pp | 68.2%+27.1pp | 68.7%+26.6pp |
| Annual return | -4.03% | 4.95%-9.0pp | 791.24%-795.3pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $1,476 | $934+58.0% | $1,820-18.9% | $2,203-33.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $724 | $3,268-77.9% | $4,499-83.9% | $4,297-83.2% |