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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 | $61,789-24.2% | $97,167-51.8% | $80,874-42.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | -14.37% | -557.90%+543.5pp | 75.27%-89.6pp | 35.62%-50.0pp |
| Employer contribution / active EE | $27,418 | $1,837+1392.9% | $2,729+904.7% | $2,756+895.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,521 | $5,168-31.9% | $5,650-37.7% | $6,935-49.2% |