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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 | $47,289 | $63,809-25.9% | $81,353-41.9% | $80,935-41.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -28.68% | 16.37%-45.1pp | 24.82%-53.5pp | 35.66%-64.3pp |
| Employer contribution / active EE | $1,734 | $1,981-12.5% | $2,464-29.6% | $2,757-37.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,153 | $5,686+78.6% | $5,766+76.1% | $6,924+46.6% |