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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 | $17,635 | $48,078-63.3% | $78,676-77.6% | $62,881-72.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.31% | 31.36%-31.7pp | 62.19%-62.5pp | 20.14%-20.5pp |
| Employer contribution / active EE | $531 | $2,015-73.6% | $2,850-81.4% | $2,281-76.7% |
| Participant deferral / active EE | $872 | $2,587-66.3% | $3,517-75.2% | $3,203-72.8% |
| Admin fee / account holder | $335 | $3,206-89.5% | $4,510-92.6% | $4,296-92.2% |