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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 | $21,607 | $88,707-75.6% | $74,184-70.9% | $273,972-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.31% | 11.94%-21.3pp | 17.74%-27.0pp | 41.46%-50.8pp |
| Employer contribution / active EE | $3,250 | $3,159+2.9% | $2,370+37.1% | $4,869-33.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,529 | $8,717-82.5% | $5,586-72.6% | $10,133-84.9% |