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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 | $34,035 | $83,485-59.2% | $125,192-72.8% | $72,975-53.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -77.68% | 25.77%-103.4pp | 43.79%-121.5pp | 81.01%-158.7pp |
| Employer contribution / active EE | $9,143 | $2,346+289.8% | $3,866+136.5% | $2,440+274.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,856 | $5,518+6.1% | $9,704-39.7% | $5,124+14.3% |