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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 | $58,303 | $52,911+10.2% | $73,309-20.5% | $59,633-2.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -12.73% | 12.20%-24.9pp | 5.67%-18.4pp | 2041.45%-2054.2pp |
| Employer contribution / active EE | $17,365 | $1,909+809.8% | $3,237+436.4% | $2,203+688.4% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,643 | $3,835+21.1% | $5,635-17.6% | $4,297+8.0% |