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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 | $32,400 | $67,411-51.9% | $91,004-64.4% | $70,124-53.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.13% | -40.16%+49.3pp | 4.60%+4.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $5,319 | $1,786+197.8% | $2,456+116.6% | $2,342+127.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $723 | $4,236-82.9% | $5,417-86.7% | $4,645-84.4% |