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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 | $99,875-65.8% | $146,866-76.7% | $86,983-60.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -16.33% | 28.10%-44.4pp | 102.85%-119.2pp | 25.83%-42.2pp |
| Employer contribution / active EE | $8,281 | $3,224+156.8% | $4,425+87.2% | $2,584+220.4% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,706 | $7,838-52.7% | $13,620-72.8% | $7,856-52.8% |