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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 | $36,855 | $56,894-35.2% | $84,753-56.5% | $62,881-41.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -5.99% | 6.30%-12.3pp | 22.78%-28.8pp | 20.14%-26.1pp |
| Employer contribution / active EE | $2,808 | $2,400+17.0% | $3,574-21.5% | $2,281+23.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,312 | $3,581-35.4% | $5,333-56.6% | $4,296-46.2% |