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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 | $23,314 | $65,712-64.5% | $57,196-59.2% | $273,972-91.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.15% | 22.01%-23.2pp | 14.59%-15.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $2,471 | $3,280-24.7% | $2,683-7.9% | $4,869-49.3% |
| Participant deferral / active EE | $1,364 | $3,782-63.9% | $3,096-55.9% | $5,287-74.2% |
| Admin fee / account holder | $4,188 | $4,838-13.4% | $3,141+33.3% | $10,133-58.7% |