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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 | $48,681 | $27,632+76.2% | $61,399-20.7% | $68,495-28.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.16% | -13.24%-7.9pp | 338.81%-360.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,364 | $696+239.8% | $1,159+103.9% | $2,596-8.9% |
| Participant deferral / active EE | $1,810 | $1,264+43.2% | $2,124-14.8% | $4,028-55.1% |
| Admin fee / account holder | $617 | $2,010-69.3% | $2,131-71.0% | $5,403-88.6% |