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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 | $25,022 | $88,707-71.8% | $74,184-66.3% | $273,972-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -63.74% | 11.94%-75.7pp | 17.74%-81.5pp | 41.46%-105.2pp |
| Employer contribution / active EE | $10,261 | $3,159+224.8% | $2,370+332.9% | $4,869+110.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,558 | $8,717-47.7% | $5,586-18.4% | $10,133-55.0% |