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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 | $56,216 | $110,083-48.9% | $151,628-62.9% | $68,495-17.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.71% | -10.12%-10.6pp | 3.34%-24.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,112 | $4,470-8.0% | $6,165-33.3% | $2,596+58.4% |
| Participant deferral / active EE | $5,501 | $6,526-15.7% | $8,363-34.2% | $4,028+36.6% |
| Admin fee / account holder | $370 | $7,718-95.2% | $11,613-96.8% | $5,403-93.1% |