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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 | $65,490 | $77,817-15.8% | $123,553-47.0% | $64,173+2.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -55.59% | 12.49%-68.1pp | 119.21%-174.8pp | 7.63%-63.2pp |
| Employer contribution / active EE | $27,017 | $3,014+796.4% | $4,628+483.8% | $2,381+1034.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,922 | $5,519-65.2% | $9,284-79.3% | $4,887-60.7% |