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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 | $51,722 | $60,349-14.3% | $74,184-30.3% | $62,881-17.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.96% | 21.38%-26.3pp | 17.74%-22.7pp | 20.14%-25.1pp |
| Employer contribution / active EE | $6,138 | $1,680+265.3% | $2,370+159.0% | $2,281+169.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $330 | $4,261-92.3% | $5,586-94.1% | $4,296-92.3% |