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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 | $31,401 | $50,947-38.4% | $74,551-57.9% | $64,173-51.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -11.05% | -1.85%-9.2pp | 32.53%-43.6pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,613 | $1,115+44.6% | $1,961-17.8% | $2,381-32.3% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $315 | $4,221-92.5% | $5,059-93.8% | $4,887-93.6% |