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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 | $57,119-36.8% | $85,187-57.6% | $80,935-55.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -2.01% | 21.70%-23.7pp | 66.67%-68.7pp | 35.66%-37.7pp |
| Employer contribution / active EE | $16,075 | $1,802+792.3% | $2,732+488.3% | $2,757+483.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,962 | $4,990+79.6% | $6,162+45.4% | $6,924+29.4% |