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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 | $40,500 | $62,583-35.3% | $76,767-47.2% | $64,173-36.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -15.25% | -1.95%-13.3pp | 2.43%-17.7pp | 7.63%-22.9pp |
| Employer contribution / active EE | $11,564 | $1,832+531.2% | $2,485+365.3% | $2,381+385.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,740 | $4,667-62.7% | $6,675-73.9% | $4,887-64.4% |