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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 | $17,465 | $37,156-53.0% | $83,854-79.2% | $86,983-79.9% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | -8.21% | 29.88%-38.1pp | 31.39%-39.6pp | 25.83%-34.0pp |
| Employer contribution / active EE | $4,694 | $661+610.3% | $1,017+361.4% | $2,584+81.6% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,633 | $2,510+4.9% | $3,197-17.6% | $7,856-66.5% |