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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 | $36,948 | $76,367-51.6% | $93,614-60.5% | $72,983-49.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -33.37% | 25.82%-59.2pp | 32.76%-66.1pp | 81.01%-114.4pp |
| Employer contribution / active EE | $5,880 | $2,275+158.4% | $2,718+116.3% | $2,440+141.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,704 | $6,838-31.2% | $7,889-40.4% | $5,124-8.2% |