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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 | $30,266 | $61,660-50.9% | $80,022-62.2% | $64,173-52.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -15.30% | -0.33%-15.0pp | 11.22%-26.5pp | 7.63%-22.9pp |
| Employer contribution / active EE | $3,721 | $1,810+105.6% | $2,468+50.8% | $2,381+56.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,189 | $5,417-59.6% | $6,521-66.4% | $4,887-55.2% |