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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 | $46,578 | $57,140-18.5% | $85,240-45.4% | $80,959-42.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -19.85% | 21.71%-41.6pp | 66.75%-86.6pp | 35.67%-55.5pp |
| Employer contribution / active EE | $4,212 | $1,802+133.8% | $2,735+54.0% | $2,757+52.8% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,213 | $4,992-15.6% | $6,165-31.7% | $6,925-39.2% |