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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 | $43,361 | $22,602+91.9% | $65,583-33.9% | $75,177-42.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | -10.56% | 71.13%-81.7pp | 47.46%-58.0pp | 160.75%-171.3pp |
| Employer contribution / active EE | $4,000 | $941+325.1% | $1,692+136.3% | $2,671+49.8% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,695 | $1,877-9.7% | $4,112-58.8% | $5,651-70.0% |