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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 | $27,984 | $40,264-30.5% | $57,349-51.2% | $59,633-53.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -7.18% | 27.51%-34.7pp | 24.40%-31.6pp | 2041.40%-2048.6pp |
| Employer contribution / active EE | $2,265 | $1,922+17.9% | $2,689-15.7% | $2,203+2.8% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,184 | $2,819+48.4% | $3,356+24.7% | $4,297-2.6% |