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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 | $51,879 | $72,273-28.2% | $101,275-48.8% | $79,856-35.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -9.67% | 22.30%-32.0pp | 46.48%-56.2pp | 31.71%-41.4pp |
| Employer contribution / active EE | $6,799 | $2,691+152.6% | $3,660+85.7% | $2,471+175.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,653 | $4,401-39.7% | $5,948-55.4% | $5,306-50.0% |