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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 | $41,691 | $60,349-30.9% | $74,184-43.8% | $62,881-33.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -12.74% | 21.38%-34.1pp | 17.74%-30.5pp | 20.14%-32.9pp |
| Employer contribution / active EE | $2,003 | $1,680+19.2% | $2,370-15.5% | $2,281-12.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,886 | $4,261-32.3% | $5,586-48.3% | $4,296-32.8% |