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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 | $42,788 | $87,546-51.1% | $75,784-43.5% | $125,389-65.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.01% | 13.49%-19.5pp | 9.68%-15.7pp | 282.24%-288.2pp |
| Employer contribution / active EE | $14,294 | $3,930+263.7% | $3,323+330.1% | $4,866+193.7% |
| Participant deferral / active EE | $1,839 | $4,230-56.5% | $3,652-49.6% | $5,352-65.6% |
| Admin fee / account holder | $2,334 | $6,503-64.1% | $5,300-56.0% | $9,541-75.5% |