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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 | $34,783 | $117,846-70.5% | $102,434-66.0% | $145,884-76.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -77.59% | 31.90%-109.5pp | 29.46%-107.0pp | 551.85%-629.4pp |
| Employer contribution / active EE | $32,917 | $3,615+810.6% | $3,023+988.8% | $4,662+606.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,327 | $13,356-90.1% | $9,462-86.0% | $13,392-90.1% |