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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 | $41,223 | $64,311-35.9% | $57,356-28.1% | $125,389-67.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 83.2%+4.3pp |
| Annual return | -4.41% | 25.14%-29.6pp | 24.41%-28.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $8,070 | $3,193+152.8% | $2,689+200.1% | $4,866+65.8% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,355 | $5,243-55.1% | $3,357-29.8% | $9,541-75.3% |