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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 | $37,830 | $72,272-47.7% | $101,264-62.6% | $79,858-52.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -27.32% | 22.30%-49.6pp | 46.48%-73.8pp | 31.72%-59.0pp |
| Employer contribution / active EE | $14,697 | $2,692+446.0% | $3,660+301.6% | $2,471+494.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,221 | $4,401-49.5% | $5,947-62.6% | $5,306-58.1% |