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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 | $56,165 | $72,269-22.3% | $101,271-44.5% | $79,852-29.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -15.81% | 22.29%-38.1pp | 46.48%-62.3pp | 31.72%-47.5pp |
| Employer contribution / active EE | $15,091 | $2,692+460.6% | $3,660+312.3% | $2,471+510.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,750 | $4,401+121.5% | $5,948+63.9% | $5,306+83.7% |