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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 | $28,773 | $72,388-60.3% | $111,392-74.2% | $64,181-55.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -11.61% | -1.50%-10.1pp | -2.06%-9.6pp | 7.63%-19.2pp |
| Employer contribution / active EE | $4,907 | $3,000+63.6% | $4,328+13.4% | $2,381+106.1% |
| Participant deferral / active EE | $2,067 | $4,241-51.3% | $5,567-62.9% | $3,470-40.4% |
| Admin fee / account holder | $3,094 | $5,719-45.9% | $12,266-74.8% | $4,887-36.7% |