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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 | $36,854 | $79,961-53.9% | $98,462-62.6% | $75,177-51.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -11.20% | 19.75%-31.0pp | 21.17%-32.4pp | 160.75%-172.0pp |
| Employer contribution / active EE | $4,639 | $2,264+104.9% | $3,049+52.2% | $2,671+73.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,864 | $6,842-58.1% | $8,875-67.7% | $5,651-49.3% |