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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 | $51,337 | $103,949-50.6% | $69,182-25.8% | $273,972-81.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -5.29% | 35.28%-40.6pp | -21.93%+16.6pp | 41.46%-46.7pp |
| Employer contribution / active EE | $4,000 | $1,783+124.3% | $1,206+231.6% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $718 | $3,671-80.4% | $2,697-73.4% | $10,133-92.9% |