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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 | $23,237 | $72,177-67.8% | $115,038-79.8% | $59,633-61.0% |
| Participation rate | 98.9% | 72.6%+26.4pp | 81.4%+17.6pp | 68.7%+30.3pp |
| Annual return | -3.88% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,303 | $2,841-18.9% | $4,608-50.0% | $2,203+4.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,208 | $4,927-55.2% | $8,175-73.0% | $4,297-48.6% |