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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 | $48,542 | $127,386-61.9% | $115,037-57.8% | $125,388-61.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -41.92% | 31.28%-73.2pp | 26.14%-68.1pp | 282.24%-324.2pp |
| Employer contribution / active EE | $35,043 | $5,166+578.3% | $4,608+660.5% | $4,866+620.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,959 | $9,516-68.9% | $8,175-63.8% | $9,541-69.0% |