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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 | $35,075 | $73,848-52.5% | $143,799-75.6% | $68,486-48.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.76% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $7,808 | $3,184+145.2% | $4,952+57.7% | $2,597+200.7% |
| Participant deferral / active EE | $6,622 | $3,385+95.6% | $5,638+17.4% | $4,028+64.4% |
| Admin fee / account holder | $1,841 | $5,755-68.0% | $14,677-87.5% | $5,404-65.9% |