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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 | $27,395 | $81,487-66.4% | $102,412-73.2% | $80,935-66.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -23.78% | 25.60%-49.4pp | 24.94%-48.7pp | 35.66%-59.4pp |
| Employer contribution / active EE | $12,056 | $3,103+288.5% | $3,870+211.5% | $2,757+337.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,841 | $6,717-27.9% | $8,388-42.3% | $6,924-30.1% |