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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 | $13,332 | $54,763-75.7% | $90,324-85.2% | $72,976-81.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -1.18% | 30.63%-31.8pp | 78.15%-79.3pp | 81.02%-82.2pp |
| Employer contribution / active EE | $388 | $2,093-81.5% | $2,856-86.4% | $2,440-84.1% |
| Participant deferral / active EE | $814 | $2,887-71.8% | $3,885-79.1% | $3,608-77.4% |
| Admin fee / account holder | $3,146 | $3,973-20.8% | $5,356-41.3% | $5,124-38.6% |