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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 | $24,036 | $59,839-59.8% | $81,991-70.7% | $79,852-69.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | -22.19% | 17.56%-39.7pp | 41.31%-63.5pp | 31.72%-53.9pp |
| Employer contribution / active EE | $5,276 | $1,713+207.9% | $2,498+111.2% | $2,471+113.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $689 | $4,287-83.9% | $5,665-87.8% | $5,306-87.0% |