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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 | $52,795 | $72,404-27.1% | $110,243-52.1% | $64,173-17.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.58% | -6.29%-4.3pp | 314.76%-325.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $3,910 | $2,282+71.4% | $3,827+2.2% | $2,381+64.2% |
| Participant deferral / active EE | $3,423 | $3,469-1.3% | $4,672-26.7% | $3,470-1.3% |
| Admin fee / account holder | $1,374 | $5,664-75.7% | $8,548-83.9% | $4,887-71.9% |