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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 | $35,661 | $65,712-45.7% | $57,196-37.7% | $273,972-87.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -5.11% | 22.01%-27.1pp | 14.59%-19.7pp | 41.46%-46.6pp |
| Employer contribution / active EE | $2,089 | $3,280-36.3% | $2,683-22.2% | $4,869-57.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $520 | $4,838-89.3% | $3,141-83.5% | $10,133-94.9% |