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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 | $48,318 | $131,835-63.3% | $108,582-55.5% | $273,972-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -13.47% | -91.57%+78.1pp | -51.70%+38.2pp | 41.46%-54.9pp |
| Employer contribution / active EE | $9,235 | $4,913+88.0% | $3,758+145.7% | $4,869+89.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,000 | $10,253-70.7% | $7,645-60.8% | $10,133-70.4% |