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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 | $34,500 | $48,050-28.2% | $85,969-59.9% | $59,633-42.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -14.18% | 0.29%-14.5pp | 9.32%-23.5pp | 2041.45%-2055.6pp |
| Employer contribution / active EE | $3,063 | $1,640+86.8% | $3,474-11.9% | $2,203+39.0% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,991 | $3,206-37.9% | $6,053-67.1% | $4,297-53.7% |