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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 | $46,529 | $148,623-68.7% | $135,974-65.8% | $139,466-66.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -18.75% | 79.30%-98.0pp | 68.30%-87.1pp | 373.66%-392.4pp |
| Employer contribution / active EE | $36,627 | $5,246+598.1% | $4,859+653.8% | $4,754+670.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,776 | $12,406-45.4% | $10,767-37.1% | $11,409-40.6% |