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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 | $49,307 | $86,938-43.3% | $102,423-51.9% | $80,925-39.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -13.27% | 18.89%-32.2pp | 29.42%-42.7pp | 35.65%-48.9pp |
| Employer contribution / active EE | $2,632 | $2,369+11.1% | $3,023-12.9% | $2,756-4.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,894 | $8,053-51.6% | $9,455-58.8% | $6,940-43.9% |