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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 | $25,778 | $72,177-64.3% | $115,038-77.6% | $59,633-56.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -7.94% | 12.02%-20.0pp | 26.14%-34.1pp | 2041.45%-2049.4pp |
| Employer contribution / active EE | $4,020 | $2,841+41.5% | $4,608-12.8% | $2,203+82.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,397 | $4,927-31.1% | $8,175-58.4% | $4,297-20.9% |