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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 | $38,914 | $92,219-57.8% | $76,767-49.3% | $135,380-71.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -29.81% | 5.46%-35.3pp | 2.43%-32.2pp | 519.81%-549.6pp |
| Employer contribution / active EE | $5,000 | $3,216+55.5% | $2,485+101.2% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,409 | $10,749-49.7% | $6,675-19.0% | $10,828-50.0% |