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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 | $31,212 | $52,911-41.0% | $73,309-57.4% | $59,633-47.7% |
| Participation rate | 89.2% | 68.2%+21.0pp | 74.9%+14.3pp | 68.7%+20.5pp |
| Annual return | -51.82% | 12.20%-64.0pp | 5.67%-57.5pp | 2041.45%-2093.3pp |
| Employer contribution / active EE | $14,816 | $1,909+676.2% | $3,237+357.7% | $2,203+572.6% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,178 | $3,835+35.0% | $5,635-8.1% | $4,297+20.5% |