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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 | $25,821 | $73,848-65.0% | $143,799-82.0% | $68,486-62.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.77% | 0.91%-21.7pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,856 | $3,184-41.7% | $4,952-62.5% | $2,597-28.5% |
| Participant deferral / active EE | $5,974 | $3,385+76.5% | $5,638+6.0% | $4,028+48.3% |
| Admin fee / account holder | $1,738 | $5,755-69.8% | $14,677-88.2% | $5,404-67.8% |