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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 | $108,480 | $21,389+407.2% | - | $68,486+58.4% |
| Participation rate | 96.0% | 40.8%+55.2pp | - | 67.9%+28.1pp |
| Annual return | -18.78% | -15.84%-2.9pp | - | -7.85%-10.9pp |
| Employer contribution / active EE | $8,154 | $1,123+626.0% | - | $2,597+214.0% |
| Participant deferral / active EE | $0 | $1,547-100.0% | - | $4,028-100.0% |
| Admin fee / account holder | $14,492 | $2,251+543.9% | - | $5,404+168.2% |