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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 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -10.33% | 91.02%-101.4pp | 80.50%-90.8pp | 172.34%-182.7pp |
| Employer contribution / active EE | $2,577 | $4,890-47.3% | $4,624-44.3% | $4,379-41.2% |
| Participant deferral / active EE | $3,424 | $8,341-58.9% | $8,004-57.2% | $6,730-49.1% |
| Admin fee / account holder | $404,053 | $15,759+2463.9% | $14,398+2706.3% | $14,365+2712.7% |