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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 | $26,289 | $73,978-64.5% | $96,515-72.8% | $75,173-65.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -31.15% | 26.72%-57.9pp | 35.73%-66.9pp | 160.72%-191.9pp |
| Employer contribution / active EE | $10,234 | $2,931+249.2% | $3,740+173.7% | $2,671+283.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,007 | $5,219-80.7% | $6,735-85.0% | $5,651-82.2% |