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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 | $49,676 | $97,550-49.1% | $120,344-58.7% | $87,485-43.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | -13.03% | 18.41%-31.4pp | 20.30%-33.3pp | 26.06%-39.1pp |
| Employer contribution / active EE | $4,050 | $2,291+76.8% | $3,020+34.1% | $2,596+56.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,503 | $9,543-73.8% | $12,742-80.4% | $7,775-67.8% |