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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 | $228,349 | $108,897+109.7% | $100,378+127.5% | $145,877+56.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -15.75% | 58.17%-73.9pp | 49.41%-65.2pp | 551.28%-567.0pp |
| Employer contribution / active EE | $2,000 | $4,420-54.8% | $3,942-49.3% | $4,663-57.1% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,950 | $9,690+23.3% | $7,899+51.3% | $13,402-10.8% |