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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 | $44,057 | $61,815-28.7% | $97,295-54.7% | $80,959-45.6% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.7%+24.3pp |
| Annual return | 3.30% | -558.73%+562.0pp | 75.62%-72.3pp | 35.67%-32.4pp |
| Employer contribution / active EE | $2,400 | $1,836+30.7% | $2,723-11.9% | $2,757-13.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,091 | $5,166-78.9% | $5,646-80.7% | $6,925-84.2% |