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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 | $29,062 | $43,344-33.0% | $59,899-51.5% | $64,173-54.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.51% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,866 | $2,030+41.2% | $2,723+5.3% | $2,381+20.4% |
| Participant deferral / active EE | $1,709 | $2,547-32.9% | $3,402-49.8% | $3,470-50.7% |
| Admin fee / account holder | $1,030 | $3,008-65.8% | $3,592-71.3% | $4,887-78.9% |