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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 | $24,378 | $76,551-68.2% | $123,894-80.3% | $62,881-61.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -13.75% | 18.68%-32.4pp | 47.52%-61.3pp | 20.14%-33.9pp |
| Employer contribution / active EE | $1,894 | $2,882-34.3% | $4,617-59.0% | $2,281-17.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $506 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |