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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 | $17,934 | $41,981-57.3% | $63,412-71.7% | $59,633-69.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -7.26% | 13.04%-20.3pp | 4.04%-11.3pp | 2041.45%-2048.7pp |
| Employer contribution / active EE | $2,973 | $1,287+130.9% | $1,814+63.9% | $2,203+35.0% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $841 | $3,509-76.0% | $3,753-77.6% | $4,297-80.4% |