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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 | $27,688 | $42,917-35.5% | $60,899-54.5% | $68,495-59.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.50% | -13.99%-7.5pp | 16.92%-38.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,875 | $1,979-5.2% | $2,702-30.6% | $2,596-27.8% |
| Participant deferral / active EE | $2,666 | $2,867-7.0% | $3,817-30.2% | $4,028-33.8% |
| Admin fee / account holder | $1,135 | $3,102-63.4% | $3,225-64.8% | $5,403-79.0% |