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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 | $55,452 | $176,786-68.6% | $146,643-62.2% | $167,536-66.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -34.70% | 24.04%-58.7pp | 22.75%-57.4pp | 478.82%-513.5pp |
| Employer contribution / active EE | $12,899 | $5,161+149.9% | $4,137+211.8% | $4,839+166.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,263 | $13,262-90.5% | $10,280-87.7% | $12,315-89.7% |