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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 | $35,017 | $73,787-52.5% | $98,716-64.5% | $82,448-57.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -28.97% | 18.57%-47.5pp | 31.81%-60.8pp | 41.64%-70.6pp |
| Employer contribution / active EE | $5,280 | $1,511+249.4% | $2,279+131.7% | $2,551+107.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,463 | $6,500-62.1% | $8,703-71.7% | $7,234-65.9% |