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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 | $30,887 | $106,115-70.9% | $85,969-64.1% | $125,389-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.14% | 13.93%-18.1pp | 9.32%-13.5pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,675 | $4,537-63.1% | $3,474-51.8% | $4,866-65.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $392 | $8,144-95.2% | $6,053-93.5% | $9,541-95.9% |