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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 | $34,182 | $106,749-68.0% | $145,433-76.5% | $82,448-58.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -16.33% | 27.59%-43.9pp | 66.58%-82.9pp | 41.64%-58.0pp |
| Employer contribution / active EE | $8,281 | $3,444+140.4% | $4,554+81.8% | $2,551+224.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,706 | $8,390-55.8% | $13,129-71.8% | $7,234-48.8% |