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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 | $22,178 | $72,177-69.3% | $115,038-80.7% | $59,633-62.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -11.16% | 12.02%-23.2pp | 26.14%-37.3pp | 2041.45%-2052.6pp |
| Employer contribution / active EE | $4,322 | $2,841+52.1% | $4,608-6.2% | $2,203+96.2% |
| Participant deferral / active EE | $4,171 | $4,783-12.8% | $6,026-30.8% | $3,192+30.7% |
| Admin fee / account holder | $317 | $4,927-93.6% | $8,175-96.1% | $4,297-92.6% |