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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 | $60,249 | $127,273-52.7% | $109,895-45.2% | $167,518-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -8.97% | 22.97%-31.9pp | 29.46%-38.4pp | 478.71%-487.7pp |
| Employer contribution / active EE | $2,293 | $3,324-31.0% | $2,843-19.3% | $4,838-52.6% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $495 | $7,117-93.0% | $6,067-91.8% | $12,312-96.0% |