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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 | $76,834-54.4% | $108,359-67.7% | $87,485-60.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -28.97% | 19.09%-48.1pp | 36.89%-65.9pp | 26.06%-55.0pp |
| Employer contribution / active EE | $5,280 | $1,556+239.3% | $2,399+120.0% | $2,596+103.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,463 | $6,537-62.3% | $9,741-74.7% | $7,775-68.3% |