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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 | $25,748 | $113,941-77.4% | $94,228-72.7% | $125,388-79.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -46.65% | 5.29%-51.9pp | 10.68%-57.3pp | 282.24%-328.9pp |
| Employer contribution / active EE | $2,900 | $4,727-38.7% | $3,587-19.1% | $4,866-40.4% |
| Participant deferral / active EE | $2,867 | $5,179-44.6% | $4,320-33.6% | $5,352-46.4% |
| Admin fee / account holder | $18,426 | $8,392+119.6% | $6,269+193.9% | $9,541+93.1% |