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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 | $19,302 | $97,881-80.3% | $80,004-75.9% | $125,389-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -4.57% | 9.36%-13.9pp | 7.63%-12.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,377 | $3,128-56.0% | $2,473-44.3% | $4,866-71.7% |
| Participant deferral / active EE | $3,811 | $3,744+1.8% | $3,204+18.9% | $5,352-28.8% |
| Admin fee / account holder | $688 | $6,278-89.0% | $5,033-86.3% | $9,541-92.8% |