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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 | $30,370 | $51,222-40.7% | $70,544-56.9% | $75,173-59.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -78.13% | 30.06%-108.2pp | 32.79%-110.9pp | 160.72%-238.8pp |
| Employer contribution / active EE | $20,551 | $1,827+1025.0% | $2,976+590.6% | $2,671+669.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,861 | $4,096+116.4% | $6,427+37.9% | $5,651+56.8% |