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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 | $39,703 | $112,300-64.6% | $90,223-56.0% | $125,389-68.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.74% | -0.57%-5.2pp | 1.31%-7.1pp | 282.24%-288.0pp |
| Employer contribution / active EE | $4,481 | $5,181-13.5% | $4,378+2.3% | $4,866-7.9% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $815 | $10,990-92.6% | $7,406-89.0% | $9,541-91.5% |