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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 | $25,423 | $73,787-65.5% | $98,716-74.2% | $82,448-69.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -1.57% | 18.57%-20.1pp | 31.81%-33.4pp | 41.64%-43.2pp |
| Employer contribution / active EE | $2,891 | $1,511+91.3% | $2,279+26.9% | $2,551+13.3% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,073 | $6,500-68.1% | $8,703-76.2% | $7,234-71.4% |