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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 | $28,308 | $81,446-65.2% | $103,374-72.6% | $80,874-65.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -5.99% | 25.57%-31.6pp | 24.89%-30.9pp | 35.62%-41.6pp |
| Employer contribution / active EE | $4,498 | $3,107+44.7% | $3,869+16.2% | $2,756+63.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,739 | $6,715-59.2% | $8,394-67.4% | $6,935-60.5% |