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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 | $22,685 | $156,398-85.5% | $147,318-84.6% | $138,895-83.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -10.33% | 78.75%-89.1pp | 70.43%-80.8pp | 145.39%-155.7pp |
| Employer contribution / active EE | $2,577 | $4,853-46.9% | $4,593-43.9% | $4,194-38.6% |
| Participant deferral / active EE | $3,424 | $8,237-58.4% | $7,906-56.7% | $6,396-46.5% |
| Admin fee / account holder | $404,053 | $14,976+2598.1% | $13,708+2847.7% | $12,562+3116.4% |