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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 | $59,159 | $98,240-39.8% | $82,312-28.1% | $147,586-59.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -21.96% | 30.85%-52.8pp | 25.88%-47.8pp | 578.59%-600.6pp |
| Employer contribution / active EE | $12,109 | $3,192+279.4% | $2,428+398.7% | $4,876+148.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,629 | $8,563-10.9% | $5,608+36.0% | $10,886-29.9% |