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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 | $37,487 | $45,079-16.8% | $69,461-46.0% | $72,983-48.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | -4.95% | 22.65%-27.6pp | 28.97%-33.9pp | 81.01%-86.0pp |
| Employer contribution / active EE | $6,214 | $2,055+202.4% | $2,779+123.6% | $2,440+154.7% |
| Participant deferral / active EE | $2,964 | $2,603+13.9% | $3,536-16.2% | $3,608-17.8% |
| Admin fee / account holder | $3,754 | $3,056+22.8% | $3,840-2.2% | $5,124-26.7% |