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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 | $55,749 | $81,504-31.6% | $102,437-45.6% | $80,959-31.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -4.34% | 25.60%-29.9pp | 24.95%-29.3pp | 35.67%-40.0pp |
| Employer contribution / active EE | $8,792 | $3,104+183.3% | $3,871+127.2% | $2,757+218.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,474 | $6,719-33.4% | $8,388-46.7% | $6,925-35.4% |