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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 | $136,520 | $79,955+70.7% | $98,461+38.7% | $75,173+81.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -23.19% | 19.75%-42.9pp | 21.17%-44.4pp | 160.72%-183.9pp |
| Employer contribution / active EE | $17,322 | $2,264+665.1% | $3,049+468.2% | $2,671+548.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,622 | $6,841-32.4% | $8,961-48.4% | $5,651-18.2% |