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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 | $36,090 | $57,057-36.7% | $85,009-57.5% | $80,874-55.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | -2.01% | 21.66%-23.7pp | 66.47%-68.5pp | 35.62%-37.6pp |
| Employer contribution / active EE | $16,075 | $1,799+793.7% | $2,728+489.2% | $2,756+483.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,962 | $4,986+79.7% | $6,153+45.7% | $6,935+29.2% |