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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 | $20,535 | $64,706-68.3% | $112,244-81.7% | $68,498-70.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.17% | -11.40%-13.8pp | 27.46%-52.6pp | -7.84%-17.3pp |
| Employer contribution / active EE | $4,258 | $2,746+55.1% | $3,635+17.1% | $2,596+64.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $712 | $5,231-86.4% | $6,411-88.9% | $5,403-86.8% |