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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 | $81,457-31.6% | $103,378-46.1% | $80,911-31.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -4.34% | 25.58%-29.9pp | 24.91%-29.3pp | 35.63%-40.0pp |
| Employer contribution / active EE | $8,792 | $3,107+183.0% | $3,870+127.2% | $2,756+219.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,474 | $6,717-33.4% | $8,401-46.7% | $6,935-35.5% |