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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 | $46,444 | $71,230-34.8% | $93,727-50.4% | $80,959-42.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -46.40% | 11.26%-57.7pp | 133.83%-180.2pp | 35.67%-82.1pp |
| Employer contribution / active EE | $42,000 | $1,565+2583.2% | $2,421+1634.6% | $2,757+1423.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,434 | $6,961+222.3% | $8,292+170.6% | $6,925+223.9% |