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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 | $17,940 | $65,685-72.7% | $57,181-68.6% | $273,968-93.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.92% | 21.99%-24.9pp | 14.59%-17.5pp | 41.45%-44.4pp |
| Employer contribution / active EE | $2,446 | $3,279-25.4% | $2,682-8.8% | $4,869-49.8% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,217 | $4,835-74.8% | $3,139-61.2% | $10,132-88.0% |