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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 | $30,274 | $77,817-61.1% | $123,553-75.5% | $64,173-52.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -17.42% | 12.49%-29.9pp | 119.21%-136.6pp | 7.63%-25.1pp |
| Employer contribution / active EE | $3,611 | $3,014+19.8% | $4,628-22.0% | $2,381+51.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $555 | $5,519-89.9% | $9,284-94.0% | $4,887-88.6% |