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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 | $57,021 | $95,406-40.2% | $185,849-69.3% | $85,847-33.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | -10.65% | 23.59%-34.2pp | 122.10%-132.7pp | 318.61%-329.3pp |
| Employer contribution / active EE | $48,535 | $3,314+1364.7% | $5,169+839.0% | $2,565+1791.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,029 | $7,214+177.6% | $16,244+23.3% | $6,261+219.9% |