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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 | $27,733 | $47,944-42.2% | $67,834-59.1% | $62,881-55.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | -1.08% | 11.77%-12.8pp | 138.47%-139.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $7,713 | $1,562+393.8% | $2,403+220.9% | $2,281+238.2% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,605 | $3,712+24.1% | $4,622-0.4% | $4,296+7.2% |