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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 | $25,983 | $42,917-39.5% | $60,899-57.3% | $68,495-62.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.40% | -13.99%-7.4pp | 16.92%-38.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $5,975 | $1,979+202.0% | $2,702+121.1% | $2,596+130.1% |
| Participant deferral / active EE | $3,165 | $2,867+10.4% | $3,817-17.1% | $4,028-21.4% |
| Admin fee / account holder | $392 | $3,102-87.4% | $3,225-87.8% | $5,403-92.7% |