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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 | $20,865 | $43,075-51.6% | $74,577-72.0% | $62,881-66.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -14.58% | 17.50%-32.1pp | 20.47%-35.0pp | 20.14%-34.7pp |
| Employer contribution / active EE | $3,840 | $1,498+156.4% | $2,525+52.0% | $2,281+68.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,248 | $2,840-56.1% | $4,138-69.8% | $4,296-70.9% |