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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 | $69,979 | $88,707-21.1% | $74,184-5.7% | $273,972-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -6.72% | 11.94%-18.7pp | 17.74%-24.5pp | 41.46%-48.2pp |
| Employer contribution / active EE | $1,250 | $3,159-60.4% | $2,370-47.3% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,902 | $8,717-55.2% | $5,586-30.2% | $10,133-61.5% |