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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 | $45,055 | $86,949-48.2% | $102,460-56.0% | $80,959-44.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -24.89% | 18.89%-43.8pp | 29.47%-54.4pp | 35.67%-60.6pp |
| Employer contribution / active EE | $11,745 | $2,370+395.6% | $3,025+288.3% | $2,757+326.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,786 | $8,048-77.8% | $9,460-81.1% | $6,925-74.2% |