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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 | $43,830 | $99,345-55.9% | $84,753-48.3% | $273,972-84.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.68% | 22.93%-27.6pp | 22.78%-27.5pp | 41.46%-46.1pp |
| Employer contribution / active EE | $14,243 | $4,214+238.0% | $3,574+298.5% | $4,869+192.5% |
| Participant deferral / active EE | $1,391 | $4,270-67.4% | $3,712-62.5% | $5,287-73.7% |
| Admin fee / account holder | $1,169 | $6,645-82.4% | $5,333-78.1% | $10,133-88.5% |