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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 | $31,875 | $57,828-44.9% | $117,039-72.8% | $70,126-54.5% |
| Participation rate | 96.4% | 67.1%+29.3pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | -7.27% | 17.55%-24.8pp | 18.95%-26.2pp | 73.15%-80.4pp |
| Employer contribution / active EE | $6,000 | $1,816+230.4% | $3,785+58.5% | $2,343+156.2% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,500 | $3,548-1.4% | $5,974-41.4% | $4,645-24.7% |