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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 | $169,205 | $86,298+96.1% | $111,308+52.0% | $85,847+97.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -8.37% | 19.99%-28.4pp | 54.67%-63.0pp | 318.61%-327.0pp |
| Employer contribution / active EE | $21,310 | $2,044+942.7% | $2,732+680.1% | $2,565+730.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17,010 | $8,189+107.7% | $7,965+113.6% | $6,261+171.7% |