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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 | $31,682 | $117,846-73.1% | $102,434-69.1% | $145,884-78.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -6.99% | 31.90%-38.9pp | 29.46%-36.4pp | 551.85%-558.8pp |
| Employer contribution / active EE | $2,812 | $3,615-22.2% | $3,023-7.0% | $4,662-39.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,272 | $13,356-90.5% | $9,462-86.6% | $13,392-90.5% |