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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 | $49,667 | $201,264-75.3% | $184,185-73.0% | $145,978-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -51.35% | 29.00%-80.4pp | 28.81%-80.2pp | 550.52%-601.9pp |
| Employer contribution / active EE | $17,004 | $7,021+142.2% | $6,426+164.6% | $4,662+264.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,004 | $16,376+3.8% | $13,909+22.3% | $13,400+26.9% |