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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 | $47,646 | $82,678-42.4% | $125,391-62.0% | $68,490-30.4% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -37.90% | -5.97%-31.9pp | 572.41%-610.3pp | -7.85%-30.0pp |
| Employer contribution / active EE | $12,118 | $3,382+258.3% | $4,816+151.6% | $2,597+366.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,214 | $6,277-64.7% | $10,009-77.9% | $5,403-59.0% |