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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 | $47,458 | $82,678-42.6% | $125,391-62.2% | $68,490-30.7% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -35.22% | -5.97%-29.3pp | 572.41%-607.6pp | -7.85%-27.4pp |
| Employer contribution / active EE | $13,597 | $3,382+302.0% | $4,816+182.3% | $2,597+423.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,096 | $6,277-50.7% | $10,009-69.1% | $5,403-42.7% |