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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 | $44,075 | $69,541-36.6% | $59,899-26.4% | $135,380-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.74% | 7.95%-17.7pp | 3.46%-13.2pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,418 | $3,236+36.5% | $2,723+62.3% | $4,779-7.5% |
| Participant deferral / active EE | $11,931 | $4,206+183.7% | $3,402+250.7% | $5,609+112.7% |
| Admin fee / account holder | $315 | $5,737-94.5% | $3,592-91.2% | $10,828-97.1% |