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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 | $63,773-57.7% | $81,286-66.8% | $80,925-66.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -25.05% | 16.37%-41.4pp | 24.80%-49.8pp | 35.65%-60.7pp |
| Employer contribution / active EE | $11,085 | $1,979+460.0% | $2,463+350.1% | $2,756+302.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,222 | $5,682-43.3% | $5,764-44.1% | $6,940-53.6% |