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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 | $49,652 | $92,219-46.2% | $76,768-35.3% | $135,379-63.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.45% | 5.46%-15.9pp | 2.43%-12.9pp | 519.79%-530.2pp |
| Employer contribution / active EE | $3,750 | $3,216+16.6% | $2,485+50.9% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,167 | $10,749+69.0% | $6,675+172.2% | $10,828+67.8% |