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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 | $36,299 | $43,344-16.3% | $59,899-39.4% | $64,173-43.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -7.19% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,464 | $2,030-27.9% | $2,723-46.2% | $2,381-38.5% |
| Participant deferral / active EE | $4,157 | $2,547+63.2% | $3,402+22.2% | $3,470+19.8% |
| Admin fee / account holder | $362 | $3,008-88.0% | $3,592-89.9% | $4,887-92.6% |