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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 | $32,234 | $59,804-46.1% | $81,982-60.7% | $79,856-59.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | -72.94% | 17.56%-90.5pp | 41.31%-114.3pp | 31.71%-104.7pp |
| Employer contribution / active EE | $20,583 | $1,713+1101.2% | $2,498+723.9% | $2,471+732.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,676 | $4,288+102.3% | $5,665+53.1% | $5,306+63.5% |