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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 | $44,953 | $93,589-52.0% | $135,942-66.9% | $75,181-40.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -50.25% | 30.90%-81.2pp | 68.28%-118.5pp | 160.69%-210.9pp |
| Employer contribution / active EE | $11,049 | $3,537+212.3% | $4,858+127.5% | $2,671+313.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $323 | $6,977-95.4% | $10,764-97.0% | $5,650-94.3% |