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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 | $39,857 | $82,678-51.8% | $125,391-68.2% | $68,490-41.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -26.00% | -5.97%-20.0pp | 572.41%-598.4pp | -7.85%-18.1pp |
| Employer contribution / active EE | $8,745 | $3,382+158.6% | $4,816+81.6% | $2,597+236.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,239 | $6,277-48.4% | $10,009-67.6% | $5,403-40.0% |