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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 | $74,589 | $65,704+13.5% | $94,229-20.8% | $59,633+25.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -38.38% | 5.22%-43.6pp | 10.68%-49.1pp | 2041.45%-2079.8pp |
| Employer contribution / active EE | $20,994 | $2,021+939.0% | $3,587+485.3% | $2,203+853.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,093 | $4,265+183.6% | $6,269+92.9% | $4,297+181.4% |