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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 | $19,002 | $59,819-68.2% | $79,583-76.1% | $68,490-72.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -24.32% | -12.30%-12.0pp | 0.16%-24.5pp | -7.85%-16.5pp |
| Employer contribution / active EE | $2,562 | $1,505+70.2% | $2,414+6.1% | $2,597-1.3% |
| Participant deferral / active EE | $3,597 | $3,025+18.9% | $3,986-9.7% | $4,028-10.7% |
| Admin fee / account holder | $2,086 | $4,835-56.9% | $6,835-69.5% | $5,403-61.4% |