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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 | $43,908 | $48,364-9.2% | $71,796-38.8% | $62,881-30.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -3.84% | 13.16%-17.0pp | 78.04%-81.9pp | 20.14%-24.0pp |
| Employer contribution / active EE | $1,711 | $1,042+64.2% | $1,924-11.1% | $2,281-25.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $337 | $3,771-91.1% | $4,815-93.0% | $4,296-92.2% |