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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 | $41,539 | $99,345-58.2% | $84,753-51.0% | $273,972-84.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -19.17% | 22.93%-42.1pp | 22.78%-41.9pp | 41.46%-60.6pp |
| Employer contribution / active EE | $24,013 | $4,214+469.8% | $3,574+571.8% | $4,869+393.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,292 | $6,645-80.6% | $5,333-75.8% | $10,133-87.2% |