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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 | $30,147 | $81,476-63.0% | $102,383-70.6% | $80,925-62.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -15.87% | 25.59%-41.5pp | 24.94%-40.8pp | 35.65%-51.5pp |
| Employer contribution / active EE | $26,108 | $3,105+740.9% | $3,870+574.6% | $2,756+847.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,347 | $6,717+24.3% | $8,391-0.5% | $6,940+20.3% |