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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 | $54,694 | $123,793-55.8% | $177,848-69.2% | $79,856-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -5.69% | 22.82%-28.5pp | 48.33%-54.0pp | 31.71%-37.4pp |
| Employer contribution / active EE | $2,158 | $4,095-47.3% | $5,919-63.5% | $2,471-12.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $371 | $7,243-94.9% | $12,431-97.0% | $5,306-93.0% |