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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 | $25,135 | $99,032-74.6% | $80,022-68.6% | $135,382-81.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -14.19% | 15.39%-29.6pp | 11.22%-25.4pp | 519.77%-534.0pp |
| Employer contribution / active EE | $1,143 | $3,043-62.4% | $2,468-53.7% | $4,779-76.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,136 | $10,436-79.5% | $6,521-67.2% | $10,829-80.3% |