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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 | $167,563 | $82,674+102.7% | $125,381+33.6% | $68,486+144.7% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -20.39% | -5.97%-14.4pp | 572.31%-592.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $27,429 | $3,382+711.1% | $4,815+469.6% | $2,597+956.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,551 | $6,277-43.4% | $10,007-64.5% | $5,404-34.3% |