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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 | $24,747 | $49,280-49.8% | $67,313-63.2% | $64,181-61.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -12.86% | -1.39%-11.5pp | -4.08%-8.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $3,045 | $1,668+82.5% | $2,566+18.7% | $2,381+27.9% |
| Participant deferral / active EE | $5,722 | $2,484+130.3% | $3,568+60.4% | $3,470+64.9% |
| Admin fee / account holder | $1,692 | $3,863-56.2% | $4,507-62.5% | $4,887-65.4% |