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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 | $45,036 | $73,019-38.3% | $90,766-50.4% | $68,490-34.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -20.55% | -13.81%-6.7pp | -12.16%-8.4pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,445 | $2,193-34.1% | $2,922-50.5% | $2,597-44.3% |
| Participant deferral / active EE | $2,656 | $3,626-26.8% | $4,565-41.8% | $4,028-34.1% |
| Admin fee / account holder | $630 | $5,897-89.3% | $8,446-92.5% | $5,403-88.3% |