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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 | $40,082 | $152,592-73.7% | $125,180-68.0% | $152,885-73.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.43% | 54.84%-51.4pp | 43.79%-40.4pp | 345.39%-342.0pp |
| Employer contribution / active EE | $4,722 | $4,947-4.5% | $3,866+22.2% | $4,763-0.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,579 | $13,435-73.4% | $9,703-63.1% | $11,598-69.1% |