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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 | $30,006 | $152,612-80.3% | $125,192-76.0% | $152,897-80.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -18.17% | 54.85%-73.0pp | 43.79%-62.0pp | 345.43%-363.6pp |
| Employer contribution / active EE | $12,500 | $4,947+152.7% | $3,866+223.3% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,723 | $13,437+17.0% | $9,704+62.0% | $11,599+35.6% |