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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 | $24,419 | $76,834-68.2% | $108,359-77.5% | $87,485-72.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -13.70% | 19.09%-32.8pp | 36.89%-50.6pp | 26.06%-39.8pp |
| Employer contribution / active EE | $7,843 | $1,556+403.9% | $2,399+226.9% | $2,596+202.1% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,863 | $6,537-71.5% | $9,741-80.9% | $7,775-76.0% |