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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 | $57,140-36.8% | $85,240-57.7% | $80,959-55.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -2.01% | 21.71%-23.7pp | 66.75%-68.8pp | 35.67%-37.7pp |
| Employer contribution / active EE | $16,075 | $1,802+792.1% | $2,735+487.7% | $2,757+483.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,962 | $4,992+79.5% | $6,165+45.4% | $6,925+29.4% |