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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 | $33,062 | $65,712-49.7% | $57,196-42.2% | $273,972-87.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.89% | 22.01%-22.9pp | 14.59%-15.5pp | 41.46%-42.3pp |
| Employer contribution / active EE | $7,562 | $3,280+130.5% | $2,683+181.8% | $4,869+55.3% |
| Participant deferral / active EE | $1,388 | $3,782-63.3% | $3,096-55.2% | $5,287-73.8% |
| Admin fee / account holder | $8,407 | $4,838+73.8% | $3,141+167.7% | $10,133-17.0% |