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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 | $57,216 | $104,650-45.3% | $83,854-31.8% | $155,188-63.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | -39.29% | 28.97%-68.3pp | 31.39%-70.7pp | 148.84%-188.1pp |
| Employer contribution / active EE | $60,000 | $1,196+4915.2% | $1,017+5798.5% | $4,248+1312.5% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $60,090 | $3,518+1607.9% | $3,197+1779.7% | $14,480+315.0% |