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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 | $28,786 | $65,712-56.2% | $57,196-49.7% | $273,972-89.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.95% | 22.01%-26.0pp | 14.59%-18.5pp | 41.46%-45.4pp |
| Employer contribution / active EE | $502 | $3,280-84.7% | $2,683-81.3% | $4,869-89.7% |
| Participant deferral / active EE | $1,004 | $3,782-73.4% | $3,096-67.6% | $5,287-81.0% |
| Admin fee / account holder | $500 | $4,838-89.7% | $3,141-84.1% | $10,133-95.1% |