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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 | $21,014 | $77,962-73.0% | $178,540-88.2% | $80,935-74.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -29.38% | 18.10%-47.5pp | 27.15%-56.5pp | 35.66%-65.0pp |
| Employer contribution / active EE | $4,478 | $2,280+96.4% | $3,953+13.3% | $2,757+62.4% |
| Participant deferral / active EE | $2,457 | $4,404-44.2% | $6,281-60.9% | $4,299-42.9% |
| Admin fee / account holder | $2,486 | $7,156-65.3% | $10,424-76.2% | $6,924-64.1% |