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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 | $39,290 | $78,670-50.1% | $109,173-64.0% | $85,847-54.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -49.98% | 25.09%-75.1pp | 25.75%-75.7pp | 318.61%-368.6pp |
| Employer contribution / active EE | $20,610 | $2,734+653.9% | $3,723+453.6% | $2,565+703.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,595 | $5,469+258.3% | $6,755+190.1% | $6,261+213.0% |