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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 | $17,879 | $39,132-54.3% | $57,196-68.7% | $62,881-71.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.78% | 9.24%-11.0pp | 14.59%-16.4pp | 20.14%-21.9pp |
| Employer contribution / active EE | $801 | $1,874-57.2% | $2,683-70.1% | $2,281-64.9% |
| Participant deferral / active EE | $1,483 | $2,374-37.5% | $3,096-52.1% | $3,203-53.7% |
| Admin fee / account holder | $696 | $2,594-73.2% | $3,141-77.8% | $4,296-83.8% |