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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 | $62,467 | $53,162+17.5% | $91,227-31.5% | $68,490-8.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -38.07% | -3.14%-34.9pp | 114.14%-152.2pp | -7.85%-30.2pp |
| Employer contribution / active EE | $8,241 | $1,709+382.1% | $2,851+189.0% | $2,597+217.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $453 | $4,493-89.9% | $5,423-91.7% | $5,403-91.6% |