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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 | $24,000 | $73,978-67.6% | $96,515-75.1% | $75,173-68.1% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | -4.69% | 26.72%-31.4pp | 35.73%-40.4pp | 160.72%-165.4pp |
| Employer contribution / active EE | $14,379 | $2,931+390.6% | $3,740+284.5% | $2,671+438.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,780 | $5,219+29.9% | $6,735+0.7% | $5,651+20.0% |