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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 | $39,033 | $87,542-55.4% | $75,782-48.5% | $125,393-68.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -13.78% | 13.48%-27.3pp | 9.68%-23.5pp | 282.23%-296.0pp |
| Employer contribution / active EE | $7,553 | $3,930+92.2% | $3,323+127.3% | $4,866+55.2% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,302 | $6,502-49.2% | $5,300-37.7% | $9,541-65.4% |