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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 | $51,575 | $48,076+7.3% | $78,690-34.5% | $62,891-18.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -3.52% | 31.35%-34.9pp | 62.18%-65.7pp | 20.14%-23.7pp |
| Employer contribution / active EE | $3,886 | $2,015+92.9% | $2,851+36.3% | $2,281+70.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,421 | $3,207-55.7% | $4,511-68.5% | $4,296-66.9% |