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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 | $20,362 | $69,518-70.7% | $59,883-66.0% | $135,382-85.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -10.21% | 7.95%-18.2pp | 3.46%-13.7pp | 519.77%-530.0pp |
| Employer contribution / active EE | $5,792 | $3,235+79.0% | $2,722+112.8% | $4,779+21.2% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,370 | $5,734-76.1% | $3,591-61.8% | $10,829-87.3% |