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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 | $27,330 | $153,311-82.2% | $109,313-75.0% | $273,972-90.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.17% | 29.86%-32.0pp | 22.07%-24.2pp | 41.46%-43.6pp |
| Employer contribution / active EE | $2,866 | $5,619-49.0% | $3,892-26.4% | $4,869-41.1% |
| Participant deferral / active EE | $2,479 | $3,932-36.9% | $3,166-21.7% | $5,287-53.1% |
| Admin fee / account holder | $349 | $8,076-95.7% | $5,666-93.8% | $10,133-96.6% |