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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 | $37,249 | $91,525-59.3% | $130,026-71.4% | $75,181-50.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.30% | -631.40%+635.7pp | -137.26%+141.6pp | 160.69%-156.4pp |
| Employer contribution / active EE | $26,781 | $2,844+841.7% | $4,321+519.8% | $2,671+902.9% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,973 | $6,778+106.1% | $10,608+31.7% | $5,650+147.3% |