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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 | $25,421 | $118,877-78.6% | $96,570-73.7% | $167,536-84.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -17.06% | 50.50%-67.6pp | 37.79%-54.9pp | 478.82%-495.9pp |
| Employer contribution / active EE | $15,745 | $3,121+404.5% | $2,357+568.0% | $4,839+225.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,395 | $8,069-82.7% | $6,182-77.4% | $12,315-88.7% |