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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 | $20,548 | $65,712-68.7% | $57,196-64.1% | $273,972-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.36% | 22.01%-25.4pp | 14.59%-18.0pp | 41.46%-44.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,050 | $3,782-72.2% | $3,096-66.1% | $5,287-80.1% |
| Admin fee / account holder | $649 | $4,838-86.6% | $3,141-79.3% | $10,133-93.6% |