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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 | $29,016 | $56,110-48.3% | $94,993-69.5% | $70,126-58.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | -2.17% | 51.02%-53.2pp | 27.14%-29.3pp | 73.15%-75.3pp |
| Employer contribution / active EE | $4,244 | $1,442+194.3% | $2,603+63.0% | $2,343+81.2% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,680 | $3,456-22.5% | $4,960-46.0% | $4,645-42.3% |