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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 | $47,240 | $83,898-43.7% | $133,346-64.6% | $94,015-49.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | -42.66% | 16.00%-58.7pp | 36.85%-79.5pp | 17.84%-60.5pp |
| Employer contribution / active EE | $5,132 | $1,821+181.9% | $2,853+79.9% | $2,790+83.9% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $36,004 | $7,809+361.1% | $14,264+152.4% | $8,951+302.2% |