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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 | $34,063 | $110,240-69.1% | $96,544-64.7% | $139,487-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -5.92% | 26.41%-32.3pp | 25.88%-31.8pp | 373.84%-379.8pp |
| Employer contribution / active EE | $3,704 | $3,622+2.3% | $2,966+24.9% | $4,755-22.1% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,028 | $11,602-82.5% | $8,254-75.4% | $11,407-82.2% |