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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 | $76,834-38.5% | $108,359-56.4% | $87,485-46.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -42.66% | 19.09%-61.7pp | 36.89%-79.6pp | 26.06%-68.7pp |
| Employer contribution / active EE | $5,132 | $1,556+229.8% | $2,399+113.9% | $2,596+97.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $36,004 | $6,537+450.8% | $9,741+269.6% | $7,775+363.1% |