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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 | $91,144 | $85,766+6.3% | $136,298-33.1% | $70,126+30.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -18.26% | 31.46%-49.7pp | 5156.27%-5174.5pp | 73.15%-91.4pp |
| Employer contribution / active EE | $10,270 | $2,966+246.3% | $4,696+118.7% | $2,343+338.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,174 | $5,421+235.3% | $9,244+96.6% | $4,645+291.2% |