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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 | $30,051 | $51,222-41.3% | $70,544-57.4% | $75,173-60.0% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -5.64% | 30.06%-35.7pp | 32.79%-38.4pp | 160.72%-166.4pp |
| Employer contribution / active EE | $2,000 | $1,827+9.5% | $2,976-32.8% | $2,671-25.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,103 | $4,096-48.7% | $6,427-67.3% | $5,651-62.8% |