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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 | $35,017 | $83,898-58.3% | $133,346-73.7% | $94,015-62.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | -28.97% | 16.00%-45.0pp | 36.85%-65.8pp | 17.84%-46.8pp |
| Employer contribution / active EE | $5,280 | $1,821+190.0% | $2,853+85.0% | $2,790+89.2% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,463 | $7,809-68.5% | $14,264-82.7% | $8,951-72.5% |