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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 | $25,385 | $65,367-61.2% | $92,915-72.7% | $72,976-65.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -2.00% | 42.11%-44.1pp | 109.45%-111.4pp | 81.02%-83.0pp |
| Employer contribution / active EE | $1,314 | $2,594-49.3% | $3,653-64.0% | $2,440-46.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $430 | $4,251-89.9% | $5,796-92.6% | $5,124-91.6% |