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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 | $27,001 | $63,845-57.7% | $81,370-66.8% | $80,959-66.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -25.05% | 16.37%-41.4pp | 24.85%-49.9pp | 35.67%-60.7pp |
| Employer contribution / active EE | $11,085 | $1,980+459.9% | $2,464+349.9% | $2,757+302.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,222 | $5,688-43.4% | $5,749-44.0% | $6,925-53.5% |