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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 | $34,411 | $89,364-61.5% | $141,177-75.6% | $72,983-52.9% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | -3.60% | 111.86%-115.5pp | 71.40%-75.0pp | 81.01%-84.6pp |
| Employer contribution / active EE | $6,601 | $3,115+111.9% | $4,736+39.4% | $2,440+170.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $404 | $5,959-93.2% | $10,263-96.1% | $5,124-92.1% |