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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 | $42,000 | $85,790-51.0% | $67,313-37.6% | $135,380-69.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.30% | -0.54%-9.8pp | -4.08%-6.2pp | 519.81%-530.1pp |
| Employer contribution / active EE | $3,251 | $3,487-6.8% | $2,566+26.7% | $4,779-32.0% |
| Participant deferral / active EE | $3,361 | $4,651-27.7% | $3,568-5.8% | $5,609-40.1% |
| Admin fee / account holder | $769 | $6,392-88.0% | $4,507-82.9% | $10,828-92.9% |