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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 | $32,970 | $71,878-54.1% | $86,698-62.0% | $68,486-51.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.64% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $4,799 | $2,173+120.8% | $2,837+69.2% | $2,597+84.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,423 | $6,113-76.7% | $7,493-81.0% | $5,404-73.7% |