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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 | $32,847 | $51,207-35.9% | $70,565-53.5% | $75,177-56.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -31.05% | 30.05%-61.1pp | 32.79%-63.8pp | 160.75%-191.8pp |
| Employer contribution / active EE | $5,597 | $1,826+206.4% | $2,976+88.1% | $2,671+109.5% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,712 | $4,097-58.2% | $6,430-73.4% | $5,651-69.7% |