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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 | $38,447 | $60,349-36.3% | $74,184-48.2% | $62,881-38.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -6.64% | 21.38%-28.0pp | 17.74%-24.4pp | 20.14%-26.8pp |
| Employer contribution / active EE | $400 | $1,680-76.2% | $2,370-83.1% | $2,281-82.5% |
| Participant deferral / active EE | $2,225 | $2,856-22.1% | $3,550-37.3% | $3,203-30.5% |
| Admin fee / account holder | $2,150 | $4,261-49.5% | $5,586-61.5% | $4,296-50.0% |