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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 | $60,307 | $93,346-35.4% | $71,796-16.0% | $273,972-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -6.57% | 130.39%-137.0pp | 78.04%-84.6pp | 41.46%-48.0pp |
| Employer contribution / active EE | $7,143 | $2,733+161.3% | $1,924+271.2% | $4,869+46.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,355 | $6,571-79.4% | $4,815-71.9% | $10,133-86.6% |