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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 | $22,687 | $63,082-64.0% | $81,726-72.2% | $79,856-71.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -0.32% | 22.66%-23.0pp | 29.49%-29.8pp | 31.71%-32.0pp |
| Employer contribution / active EE | $1,978 | $1,795+10.2% | $4,311-54.1% | $2,471-20.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,275 | $4,428-71.2% | $5,160-75.3% | $5,306-76.0% |