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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 | $52,377 | $117,829-55.5% | $102,423-48.9% | $145,877-64.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -11.82% | 31.83%-43.7pp | 29.42%-41.2pp | 551.28%-563.1pp |
| Employer contribution / active EE | $17,717 | $3,615+390.1% | $3,023+486.1% | $4,663+279.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $163,931 | $13,335+1129.3% | $9,455+1633.9% | $13,402+1123.2% |