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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 | $42,909-39.4% | $60,906-57.3% | $68,486-62.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.40% | -13.99%-7.4pp | 16.94%-38.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $5,975 | $1,979+202.0% | $2,703+121.0% | $2,597+130.1% |
| Participant deferral / active EE | $3,165 | $2,866+10.4% | $3,814-17.0% | $4,028-21.4% |
| Admin fee / account holder | $392 | $3,104-87.4% | $3,227-87.8% | $5,404-92.7% |