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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 | $60,594 | $101,795-40.5% | $165,100-63.3% | $80,959-25.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -28.22% | 16.73%-45.0pp | 70.21%-98.4pp | 35.67%-63.9pp |
| Employer contribution / active EE | $17,962 | $2,954+508.1% | $4,348+313.1% | $2,757+551.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $17,118 | $8,221+108.2% | $12,696+34.8% | $6,925+147.2% |