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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 | $28,656 | $93,617-69.4% | $135,982-78.9% | $75,177-61.9% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.0pp | 67.2%+29.8pp |
| Annual return | 0.70% | 30.89%-30.2pp | 68.32%-67.6pp | 160.75%-160.0pp |
| Employer contribution / active EE | $3,788 | $3,538+7.1% | $4,859-22.0% | $2,671+41.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,416 | $6,980-65.4% | $10,767-77.6% | $5,651-57.3% |