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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 | $76,407-66.9% | $150,298-83.2% | $82,448-69.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | -26.65% | 39.99%-66.6pp | 62.79%-89.4pp | 41.64%-68.3pp |
| Employer contribution / active EE | $5,879 | $2,614+124.9% | $4,154+41.5% | $2,551+130.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,379 | $6,352-46.8% | $14,116-76.1% | $7,234-53.3% |