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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 | $93,145 | $78,694+18.4% | $67,653+37.7% | $125,388-25.7% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -5.24% | 9.46%-14.7pp | 6625.22%-6630.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $18,750 | $3,044+516.0% | $2,266+727.6% | $4,866+285.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $766 | $7,403-89.6% | $4,821-84.1% | $9,541-92.0% |