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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 | $58,904 | $78,015-24.5% | $178,505-67.0% | $80,959-27.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -1.31% | 18.10%-19.4pp | 27.16%-28.5pp | 35.67%-37.0pp |
| Employer contribution / active EE | $3,265 | $2,281+43.1% | $3,955-17.4% | $2,757+18.4% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,691 | $7,160-76.4% | $10,428-83.8% | $6,925-75.6% |