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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 | $17,973 | $39,126-54.1% | $57,181-68.6% | $62,891-71.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -2.51% | 9.24%-11.7pp | 14.59%-17.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,085 | $1,874-42.1% | $2,682-59.5% | $2,281-52.4% |
| Participant deferral / active EE | $1,085 | $2,374-54.3% | $3,096-64.9% | $3,203-66.1% |
| Admin fee / account holder | $4,908 | $2,593+89.3% | $3,139+56.3% | $4,296+14.2% |