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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 | $27,213 | $104,251-73.9% | $91,004-70.1% | $147,586-81.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -10.50% | 27.06%-37.6pp | 4.60%-15.1pp | 578.59%-589.1pp |
| Employer contribution / active EE | $1,084 | $3,116-65.2% | $2,456-55.9% | $4,876-77.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,112 | $8,948-76.4% | $5,417-61.0% | $10,886-80.6% |