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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 | $29,462 | $107,809-72.7% | $90,657-67.5% | $135,380-78.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -13.20% | -0.90%-12.3pp | 1.89%-15.1pp | 519.81%-533.0pp |
| Employer contribution / active EE | $1,558 | $3,018-48.4% | $2,532-38.5% | $4,779-67.4% |
| Participant deferral / active EE | $5,286 | $3,872+36.5% | $3,424+54.4% | $5,609-5.8% |
| Admin fee / account holder | $953 | $5,931-83.9% | $4,994-80.9% | $10,828-91.2% |