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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 | $23,010 | $108,285-78.8% | $77,552-70.3% | $158,982-85.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -56.60% | 31.69%-88.3pp | 54.82%-111.4pp | 302.99%-359.6pp |
| Employer contribution / active EE | $5,143 | $1,325+288.1% | $987+421.2% | $4,763+8.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,536 | $3,709-4.7% | $2,859+23.7% | $11,252-68.6% |