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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 | $51,999 | $65,367-20.5% | $92,915-44.0% | $72,976-28.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -33.09% | 42.11%-75.2pp | 109.45%-142.5pp | 81.02%-114.1pp |
| Employer contribution / active EE | $34,726 | $2,594+1238.8% | $3,653+850.5% | $2,440+1323.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $578 | $4,251-86.4% | $5,796-90.0% | $5,124-88.7% |