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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 | $91,443 | $105,284-13.1% | $150,734-39.3% | $94,015-2.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | -14.36% | 15.67%-30.0pp | 600.81%-615.2pp | 17.84%-32.2pp |
| Employer contribution / active EE | $16,643 | $3,599+362.5% | $4,918+238.4% | $2,790+496.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,734 | $9,839-51.9% | $14,905-68.2% | $8,951-47.1% |