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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 | $36,727 | $48,364-24.1% | $71,796-48.8% | $62,881-41.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -2.82% | 13.16%-16.0pp | 78.04%-80.9pp | 20.14%-23.0pp |
| Employer contribution / active EE | $2,400 | $1,042+130.4% | $1,924+24.7% | $2,281+5.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $403 | $3,771-89.3% | $4,815-91.6% | $4,296-90.6% |