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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 | $39,975 | $59,813-33.2% | $79,580-49.8% | $68,486-41.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.60% | -12.30%-8.3pp | 0.15%-20.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,604 | $1,505+73.0% | $2,413+7.9% | $2,597+0.3% |
| Participant deferral / active EE | $1,546 | $3,024-48.9% | $3,985-61.2% | $4,028-61.6% |
| Admin fee / account holder | $1,414 | $4,835-70.7% | $6,835-79.3% | $5,404-73.8% |