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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 | $43,747 | $69,977-37.5% | $108,582-59.7% | $62,881-30.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -3.12% | 10.73%-13.8pp | -51.70%+48.6pp | 20.14%-23.3pp |
| Employer contribution / active EE | $4,327 | $2,135+102.7% | $3,758+15.1% | $2,281+89.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,045 | $5,076-79.4% | $7,645-86.3% | $4,296-75.7% |