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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 | $15,098 | $61,815-75.6% | $97,295-84.5% | $80,959-81.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 3.95% | -558.73%+562.7pp | 75.62%-71.7pp | 35.67%-31.7pp |
| Employer contribution / active EE | $3,055 | $1,836+66.4% | $2,723+12.2% | $2,757+10.8% |
| Participant deferral / active EE | $4,978 | $3,027+64.5% | $4,264+16.8% | $4,300+15.8% |
| Admin fee / account holder | $1,241 | $5,166-76.0% | $5,646-78.0% | $6,925-82.1% |