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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 | $36,106 | $71,873-49.8% | $86,698-58.4% | $68,490-47.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -27.72% | 3.54%-31.3pp | 35.96%-63.7pp | -7.85%-19.9pp |
| Employer contribution / active EE | $9,179 | $2,173+322.3% | $2,837+223.6% | $2,597+253.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,094 | $6,110-49.4% | $7,492-58.7% | $5,403-42.7% |