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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 | $46,825 | $61,815-24.3% | $97,295-51.9% | $80,959-42.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -14.37% | -558.73%+544.4pp | 75.62%-90.0pp | 35.67%-50.0pp |
| Employer contribution / active EE | $27,418 | $1,836+1393.0% | $2,723+907.0% | $2,757+894.4% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,521 | $5,166-31.8% | $5,646-37.6% | $6,925-49.2% |