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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 | $31,250 | $86,919-64.0% | $102,457-69.5% | $80,911-61.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -72.97% | 18.90%-91.9pp | 29.41%-102.4pp | 35.63%-108.6pp |
| Employer contribution / active EE | $18,230 | $2,368+669.8% | $3,022+503.2% | $2,756+561.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,169 | $8,049+38.8% | $9,451+18.2% | $6,935+61.1% |