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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 | $57,650 | $71,873-19.8% | $86,698-33.5% | $68,490-15.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -24.89% | 3.54%-28.4pp | 35.96%-60.9pp | -7.85%-17.0pp |
| Employer contribution / active EE | $10,304 | $2,173+374.1% | $2,837+263.2% | $2,597+296.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,167 | $6,110-64.5% | $7,492-71.1% | $5,403-59.9% |