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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 | $26,705 | $90,486-70.5% | $78,676-66.1% | $273,972-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.58% | 75.62%-77.2pp | 62.19%-63.8pp | 41.46%-43.0pp |
| Employer contribution / active EE | $2,098 | $3,175-33.9% | $2,850-26.4% | $4,869-56.9% |
| Participant deferral / active EE | $6,087 | $3,901+56.0% | $3,517+73.1% | $5,287+15.1% |
| Admin fee / account holder | $33,793 | $5,263+542.1% | $4,510+649.3% | $10,133+233.5% |