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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 | $31,638 | $49,177-35.7% | $79,467-60.2% | $64,173-50.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.11% | -1.16%-6.9pp | 718.30%-726.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,050 | $2,076-1.3% | $2,800-26.8% | $2,381-13.9% |
| Participant deferral / active EE | $2,479 | $2,821-12.1% | $3,704-33.1% | $3,470-28.5% |
| Admin fee / account holder | $1,197 | $3,839-68.8% | $5,104-76.5% | $4,887-75.5% |