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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 | $23,370 | $58,493-60.0% | $84,023-72.2% | $72,976-68.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -31.62% | 28.93%-60.6pp | 71.32%-102.9pp | 81.02%-112.6pp |
| Employer contribution / active EE | $14,488 | $1,163+1145.7% | $1,984+630.3% | $2,440+493.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,263 | $4,569-50.5% | $6,102-62.9% | $5,124-55.8% |