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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 | $32,315 | $63,365-49.0% | $91,994-64.9% | $72,975-55.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | -45.72% | 35.35%-81.1pp | 69.04%-114.8pp | 81.01%-126.7pp |
| Employer contribution / active EE | $13,275 | $2,116+527.5% | $3,453+284.5% | $2,440+444.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,898 | $4,670+133.4% | $7,744+40.7% | $5,124+112.7% |