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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 | $37,278 | $72,177-48.4% | $115,037-67.6% | $59,633-37.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.62% | 12.02%-16.6pp | 26.14%-30.8pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $1,910 | $2,841-32.8% | $4,608-58.5% | $2,203-13.3% |
| Participant deferral / active EE | $3,915 | $4,783-18.1% | $6,026-35.0% | $3,192+22.7% |
| Admin fee / account holder | $1,313 | $4,927-73.3% | $8,175-83.9% | $4,297-69.4% |