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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 | $47,939 | $94,031-49.0% | $115,768-58.6% | $82,448-41.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -27.33% | 20.61%-47.9pp | 100.46%-127.8pp | 41.64%-69.0pp |
| Employer contribution / active EE | $7,345 | $2,323+216.1% | $2,940+149.8% | $2,551+187.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,272 | $10,249-87.6% | $12,439-89.8% | $7,234-82.4% |