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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 | $40,996 | $73,978-44.6% | $96,515-57.5% | $75,173-45.5% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | -9.73% | 26.72%-36.5pp | 35.73%-45.5pp | 160.72%-170.4pp |
| Employer contribution / active EE | $3,846 | $2,931+31.2% | $3,740+2.9% | $2,671+44.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $533 | $5,219-89.8% | $6,735-92.1% | $5,651-90.6% |