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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 | $37,319 | $71,215-47.6% | $93,696-60.2% | $80,935-53.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -20.91% | 11.27%-32.2pp | 133.74%-154.6pp | 35.66%-56.6pp |
| Employer contribution / active EE | $7,500 | $1,565+379.2% | $2,422+209.7% | $2,757+172.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,588 | $6,958-62.8% | $8,287-68.8% | $6,924-62.6% |