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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 | $71,441 | $81,487-12.3% | $102,412-30.2% | $80,935-11.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -43.45% | 25.60%-69.0pp | 24.94%-68.4pp | 35.66%-79.1pp |
| Employer contribution / active EE | $46,046 | $3,103+1384.0% | $3,870+1089.9% | $2,757+1570.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $27,120 | $6,717+303.7% | $8,388+223.3% | $6,924+291.7% |