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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 | $42,857 | $43,504-1.5% | $68,612-37.5% | $56,289-23.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -53.62% | -3.15%-50.5pp | -4.63%-49.0pp | -9.96%-43.7pp |
| Employer contribution / active EE | $801 | $1,525-47.5% | $2,625-69.5% | $2,111-62.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $539 | $515+4.7% | $5,131-89.5% | $521+3.5% |