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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 | $47,662 | $64,359-25.9% | $90,161-47.1% | $70,126-32.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -24.29% | 28.13%-52.4pp | 34.89%-59.2pp | 73.15%-97.4pp |
| Employer contribution / active EE | $4,462 | $2,046+118.1% | $3,318+34.5% | $2,343+90.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,220 | $3,945-69.1% | $5,943-79.5% | $4,645-73.7% |