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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 | $58,513 | $167,353-65.0% | $143,797-59.3% | $134,545-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -50.80% | 0.48%-51.3pp | -0.04%-50.8pp | 418.37%-469.2pp |
| Employer contribution / active EE | $25,030 | $5,620+345.3% | $4,952+405.4% | $4,742+427.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,668 | $18,096-74.2% | $14,679-68.2% | $11,431-59.2% |