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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 | $34,802 | $73,863-52.9% | $143,797-75.8% | $68,490-49.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.00% | 0.91%-20.9pp | -0.04%-20.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,939 | $3,185-39.1% | $4,952-60.8% | $2,597-25.3% |
| Participant deferral / active EE | $5,410 | $3,385+59.8% | $5,638-4.1% | $4,028+34.3% |
| Admin fee / account holder | $400 | $5,756-93.1% | $14,679-97.3% | $5,403-92.6% |