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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 | $31,937 | $71,878-55.6% | $86,698-63.2% | $68,486-53.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -41.44% | 3.53%-45.0pp | 35.95%-77.4pp | -7.85%-33.6pp |
| Employer contribution / active EE | $7,315 | $2,173+236.6% | $2,837+157.9% | $2,597+181.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,657 | $6,113-40.2% | $7,493-51.2% | $5,404-32.3% |