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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 | $34,694 | $215,361-83.9% | $171,082-79.7% | $273,972-87.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -24.44% | 25.14%-49.6pp | 32.56%-57.0pp | 41.46%-65.9pp |
| Employer contribution / active EE | $19,163 | $4,967+285.8% | $4,002+378.8% | $4,869+293.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,628 | $10,846+7.2% | $8,520+36.5% | $10,133+14.8% |