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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 | $73,787-36.0% | $98,716-52.1% | $82,448-42.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -42.66% | 18.57%-61.2pp | 31.81%-74.5pp | 41.64%-84.3pp |
| Employer contribution / active EE | $5,132 | $1,511+239.6% | $2,279+125.2% | $2,551+101.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $36,004 | $6,500+453.9% | $8,703+313.7% | $7,234+397.7% |