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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 | $48,471 | $81,870-40.8% | $119,622-59.5% | $68,486-29.2% |
| Participation rate | 79.6% | 71.9%+7.7pp | 79.3%+0.4pp | 67.9%+11.7pp |
| Annual return | -94.39% | -23.82%-70.6pp | -14.98%-79.4pp | -7.85%-86.5pp |
| Employer contribution / active EE | $38,418 | $2,692+1327.2% | $4,232+807.8% | $2,597+1379.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,497 | $6,583+29.1% | $10,328-17.7% | $5,404+57.2% |