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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 | $12,858 | $55,889-77.0% | $76,119-83.1% | $80,935-84.1% |
| Participation rate | 95.5% | 62.1%+33.4pp | 69.1%+26.4pp | 67.7%+27.8pp |
| Annual return | -33.22% | 20.58%-53.8pp | 361.25%-394.5pp | 35.66%-68.9pp |
| Employer contribution / active EE | $3,549 | $1,866+90.2% | $2,693+31.8% | $2,757+28.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,399 | $5,241-73.3% | $6,421-78.2% | $6,924-79.8% |