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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 | $33,849 | $51,708-34.5% | $106,619-68.3% | $62,881-46.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -14.01% | 4.69%-18.7pp | 9.42%-23.4pp | 20.14%-34.2pp |
| Employer contribution / active EE | $2,502 | $1,764+41.9% | $3,947-36.6% | $2,281+9.7% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $889 | $3,349-73.5% | $6,418-86.2% | $4,296-79.3% |