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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 | $41,355 | $78,707-47.5% | $117,861-64.9% | $70,126-41.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -11.86% | 23.30%-35.2pp | 335.11%-347.0pp | 73.15%-85.0pp |
| Employer contribution / active EE | $6,290 | $2,223+182.9% | $3,786+66.1% | $2,343+168.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,939 | $5,066+37.0% | $8,021-13.5% | $4,645+49.4% |