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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 | $50,547 | $97,550-48.2% | $120,344-58.0% | $87,485-42.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | -20.46% | 18.41%-38.9pp | 20.30%-40.8pp | 26.06%-46.5pp |
| Employer contribution / active EE | $5,405 | $2,291+136.0% | $3,020+79.0% | $2,596+108.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,066 | $9,543-57.4% | $12,742-68.1% | $7,775-47.7% |