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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 | $43,537 | $103,392-57.9% | $87,104-50.0% | $152,897-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -20.35% | 28.10%-48.5pp | 28.19%-48.5pp | 345.43%-365.8pp |
| Employer contribution / active EE | $6,667 | $3,221+107.0% | $2,521+164.4% | $4,764+40.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,945 | $12,194-34.8% | $7,491+6.1% | $11,599-31.5% |