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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 | $55,744 | $78,027-28.6% | $178,528-68.8% | $80,925-31.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -65.41% | 18.09%-83.5pp | 27.11%-92.5pp | 35.65%-101.1pp |
| Employer contribution / active EE | $5,067 | $2,281+122.1% | $3,950+28.3% | $2,756+83.8% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,945 | $7,168-58.9% | $10,419-71.7% | $6,940-57.6% |