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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 | $76,834-66.9% | $108,359-76.5% | $87,485-70.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -1.57% | 19.09%-20.7pp | 36.89%-38.5pp | 26.06%-27.6pp |
| Employer contribution / active EE | $2,891 | $1,556+85.8% | $2,399+20.5% | $2,596+11.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,073 | $6,537-68.3% | $9,741-78.7% | $7,775-73.3% |