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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 | $49,998 | $93,598-46.6% | $135,974-63.2% | $75,173-33.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -24.60% | 30.89%-55.5pp | 68.30%-92.9pp | 160.72%-185.3pp |
| Employer contribution / active EE | $29,647 | $3,538+738.0% | $4,859+510.2% | $2,671+1010.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,746 | $6,978-17.7% | $10,767-46.6% | $5,651+1.7% |