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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 | $36,819 | $62,583-41.2% | $76,767-52.0% | $64,173-42.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -20.51% | -1.95%-18.6pp | 2.43%-22.9pp | 7.63%-28.1pp |
| Employer contribution / active EE | $11,572 | $1,832+531.6% | $2,485+365.6% | $2,381+386.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,400 | $4,667-5.7% | $6,675-34.1% | $4,887-10.0% |