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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 | $54,934 | $65,367-16.0% | $92,915-40.9% | $72,976-24.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -15.16% | 42.11%-57.3pp | 109.45%-124.6pp | 81.02%-96.2pp |
| Employer contribution / active EE | $12,900 | $2,594+397.3% | $3,653+253.1% | $2,440+428.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,438 | $4,251+27.9% | $5,796-6.2% | $5,124+6.1% |