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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 | $39,937 | $52,911-24.5% | $73,309-45.5% | $59,633-33.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -23.11% | 12.20%-35.3pp | 5.67%-28.8pp | 2041.45%-2064.6pp |
| Employer contribution / active EE | $9,312 | $1,909+387.9% | $3,237+187.6% | $2,203+322.7% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $494 | $3,835-87.1% | $5,635-91.2% | $4,297-88.5% |