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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 | $25,488 | $78,682-67.6% | $109,188-76.7% | $85,851-70.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -6.26% | 25.09%-31.4pp | 25.76%-32.0pp | 318.63%-324.9pp |
| Employer contribution / active EE | $5,972 | $2,734+118.4% | $3,723+60.4% | $2,565+132.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,330 | $5,470-75.7% | $6,755-80.3% | $6,261-78.8% |