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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 | $32,132 | $93,064-65.5% | $74,577-56.9% | $273,972-88.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -9.78% | 26.18%-36.0pp | 20.47%-30.2pp | 41.46%-51.2pp |
| Employer contribution / active EE | $2,143 | $3,160-32.2% | $2,525-15.1% | $4,869-56.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $456 | $5,273-91.3% | $4,138-89.0% | $10,133-95.5% |