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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 | $64,517-26.7% | $81,438-41.9% | $80,874-41.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | -28.68% | 16.35%-45.0pp | 24.74%-53.4pp | 35.62%-64.3pp |
| Employer contribution / active EE | $1,734 | $1,982-12.5% | $2,460-29.5% | $2,756-37.1% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,153 | $5,677+78.8% | $5,764+76.2% | $6,935+46.4% |