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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 | $25,789 | $100,772-74.4% | $86,690-70.3% | $134,493-80.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -29.90% | 29.06%-59.0pp | 35.93%-65.8pp | 418.01%-447.9pp |
| Employer contribution / active EE | $27,500 | $3,490+688.1% | $2,837+869.4% | $4,740+480.2% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $585 | $10,920-94.6% | $7,490-92.2% | $11,425-94.9% |