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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 | $76,922 | $96,236-20.1% | $136,072-43.5% | $80,935-5.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | -10.10% | 28.74%-38.8pp | 580.46%-590.6pp | 35.66%-45.8pp |
| Employer contribution / active EE | $17,433 | $3,350+420.3% | $4,216+313.5% | $2,757+532.4% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,683 | $8,250-31.1% | $6,718-15.4% | $6,924-17.9% |