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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 | $33,982 | $62,589-45.7% | $76,768-55.7% | $64,173-47.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -23.15% | -1.95%-21.2pp | 2.43%-25.6pp | 7.63%-30.8pp |
| Employer contribution / active EE | $1,844 | $1,832+0.7% | $2,485-25.8% | $2,381-22.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,788 | $4,667-61.7% | $6,675-73.2% | $4,887-63.4% |