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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 | $26,264 | $65,712-60.0% | $57,196-54.1% | $273,972-90.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.13% | 22.01%-25.1pp | 14.59%-17.7pp | 41.46%-44.6pp |
| Employer contribution / active EE | $3,131 | $3,280-4.5% | $2,683+16.7% | $4,869-35.7% |
| Participant deferral / active EE | $10,360 | $3,782+174.0% | $3,096+234.6% | $5,287+96.0% |
| Admin fee / account holder | $1,849 | $4,838-61.8% | $3,141-41.1% | $10,133-81.8% |