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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 | $18,733 | $110,303-83.0% | $95,759-80.4% | $139,487-86.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -5.73% | 27.19%-32.9pp | 28.42%-34.2pp | 373.84%-379.6pp |
| Employer contribution / active EE | $442 | $3,261-86.5% | $2,836-84.4% | $4,755-90.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $332 | $6,615-95.0% | $5,678-94.2% | $11,407-97.1% |