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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 | $30,347 | $69,518-56.3% | $59,887-49.3% | $135,379-77.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.26% | 7.95%-18.2pp | 3.46%-13.7pp | 519.79%-530.0pp |
| Employer contribution / active EE | $7,449 | $3,235+130.3% | $2,722+173.6% | $4,779+55.9% |
| Participant deferral / active EE | $4,981 | $4,204+18.5% | $3,402+46.4% | $5,609-11.2% |
| Admin fee / account holder | $782 | $5,734-86.4% | $3,591-78.2% | $10,828-92.8% |