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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 | $65,266 | $140,578-53.6% | $100,671-35.2% | $125,389-47.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -4.82% | 24.67%-29.5pp | 20.43%-25.2pp | 282.24%-287.1pp |
| Employer contribution / active EE | $3,001 | $5,965-49.7% | $4,012-25.2% | $4,866-38.3% |
| Participant deferral / active EE | $4,016 | $3,981+0.9% | $3,144+27.8% | $5,352-25.0% |
| Admin fee / account holder | $1,443 | $6,716-78.5% | $4,850-70.2% | $9,541-84.9% |