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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 | $14,600 | $51,207-71.5% | $70,565-79.3% | $75,177-80.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -16.07% | 30.05%-46.1pp | 32.79%-48.9pp | 160.75%-176.8pp |
| Employer contribution / active EE | $3,648 | $1,826+99.7% | $2,976+22.6% | $2,671+36.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,273 | $4,097-68.9% | $6,430-80.2% | $5,651-77.5% |