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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 | $60,272 | $94,529-36.2% | $140,019-57.0% | $64,173-6.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -14.95% | 7.77%-22.7pp | 651.17%-666.1pp | 7.63%-22.6pp |
| Employer contribution / active EE | $2,255 | $3,812-40.8% | $5,605-59.8% | $2,381-5.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,274 | $6,741+7.9% | $10,705-32.1% | $4,887+48.8% |