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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 | $34,582 | $117,859-70.7% | $102,438-66.2% | $145,959-76.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -1.22% | 31.72%-32.9pp | 29.37%-30.6pp | 561.95%-563.2pp |
| Employer contribution / active EE | $16,377 | $3,615+353.0% | $3,024+441.6% | $4,661+251.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $341 | $13,318-97.4% | $9,448-96.4% | $13,398-97.5% |