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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 | $54,510 | $77,574-29.7% | $108,753-49.9% | $86,983-37.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | -8.54% | 18.42%-27.0pp | 37.47%-46.0pp | 25.83%-34.4pp |
| Employer contribution / active EE | $7,659 | $1,611+375.5% | $2,427+215.6% | $2,584+196.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,394 | $6,529-17.4% | $10,320-47.7% | $7,856-31.3% |