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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 | $29,718 | $42,910-30.7% | $60,919-51.2% | $68,490-56.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.87% | -13.99%-5.9pp | 16.96%-36.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,346 | $1,978+69.1% | $2,704+23.8% | $2,597+28.9% |
| Participant deferral / active EE | $4,389 | $2,866+53.2% | $3,814+15.1% | $4,028+9.0% |
| Admin fee / account holder | $2,496 | $3,104-19.6% | $3,228-22.7% | $5,403-53.8% |