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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 | $36,456 | $60,349-39.6% | $74,184-50.9% | $62,881-42.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -21.19% | 21.38%-42.6pp | 17.74%-38.9pp | 20.14%-41.3pp |
| Employer contribution / active EE | $1,961 | $1,680+16.7% | $2,370-17.3% | $2,281-14.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,238 | $4,261-47.5% | $5,586-59.9% | $4,296-47.9% |