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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 | $25,294 | $86,050-70.6% | $189,758-86.7% | $94,015-73.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | -26.65% | 17.77%-44.4pp | 52.62%-79.3pp | 17.84%-44.5pp |
| Employer contribution / active EE | $5,879 | $2,819+108.5% | $4,767+23.3% | $2,790+110.7% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,379 | $6,627-49.0% | $20,388-83.4% | $8,951-62.3% |