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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 | $35,694 | $88,042-59.5% | $138,135-74.2% | $79,852-55.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | -1.22% | 20.58%-21.8pp | 20.51%-21.7pp | 31.72%-32.9pp |
| Employer contribution / active EE | $2,149 | $3,103-30.7% | $5,587-61.5% | $2,471-13.0% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,737 | $7,791-64.9% | $11,856-76.9% | $5,306-48.4% |