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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 | $110,888 | $59,107+87.6% | $86,439+28.3% | $68,498+61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -33.63% | -0.23%-33.4pp | 4395.55%-4429.2pp | -7.84%-25.8pp |
| Employer contribution / active EE | $16,244 | $2,519+544.9% | $3,769+331.0% | $2,596+525.6% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,493 | $5,637-55.8% | $6,732-63.0% | $5,403-53.9% |