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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 | $22,955 | $93,617-75.5% | $135,982-83.1% | $75,177-69.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | -232.68% | 30.89%-263.6pp | 68.32%-301.0pp | 160.75%-393.4pp |
| Employer contribution / active EE | $54,155 | $3,538+1430.5% | $4,859+1014.5% | $2,671+1927.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,081 | $6,980+302.3% | $10,767+160.8% | $5,651+396.9% |