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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 | $42,476 | $48,284-12.0% | $67,524-37.1% | $80,911-47.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | -27.45% | 18.27%-45.7pp | 3519.41%-3546.9pp | 35.63%-63.1pp |
| Employer contribution / active EE | $9,732 | $2,021+381.4% | $2,734+256.0% | $2,756+253.1% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,689 | $3,6880% | $4,001-7.8% | $6,935-46.8% |