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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 | $27,053 | $91,198-70.3% | $178,503-84.8% | $79,856-66.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -1.09% | 24.20%-25.3pp | 151.12%-152.2pp | 31.71%-32.8pp |
| Employer contribution / active EE | $859 | $3,257-73.6% | $5,011-82.9% | $2,471-65.2% |
| Participant deferral / active EE | $931 | $3,237-71.2% | $5,202-82.1% | $3,741-75.1% |
| Admin fee / account holder | $1,408 | $6,748-79.1% | $13,987-89.9% | $5,306-73.5% |