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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 | $32,391 | $87,540-63.0% | $75,781-57.3% | $125,392-74.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.63% | 13.48%-18.1pp | 9.68%-14.3pp | 282.23%-286.9pp |
| Employer contribution / active EE | $6,587 | $3,930+67.6% | $3,323+98.2% | $4,866+35.4% |
| Participant deferral / active EE | $3,000 | $4,229-29.1% | $3,651-17.8% | $5,351-43.9% |
| Admin fee / account holder | $318 | $6,502-95.1% | $5,299-94.0% | $9,541-96.7% |