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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 | $22,103 | $93,346-76.3% | $71,796-69.2% | $273,972-91.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -4.87% | 130.39%-135.3pp | 78.04%-82.9pp | 41.46%-46.3pp |
| Employer contribution / active EE | $8,579 | $2,733+213.9% | $1,924+345.8% | $4,869+76.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,599 | $6,571+30.9% | $4,815+78.6% | $10,133-15.1% |