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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 | $31,087 | $72,177-56.9% | $115,038-73.0% | $59,633-47.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -11.25% | 12.02%-23.3pp | 26.14%-37.4pp | 2041.45%-2052.7pp |
| Employer contribution / active EE | $2,500 | $2,841-12.0% | $4,608-45.7% | $2,203+13.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,199 | $4,927-35.1% | $8,175-60.9% | $4,297-25.6% |