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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 | $55,064 | $125,797-56.2% | $170,043-67.6% | $75,173-26.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -3.87% | 27.20%-31.1pp | 53.40%-57.3pp | 160.72%-164.6pp |
| Employer contribution / active EE | $5,769 | $4,616+25.0% | $6,790-15.0% | $2,671+116.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,298 | $8,177-47.4% | $12,824-66.5% | $5,651-23.9% |