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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 | $173,731 | $71,057+144.5% | $93,654+85.5% | $80,874+114.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -9.28% | 11.26%-20.5pp | 133.34%-142.6pp | 35.62%-44.9pp |
| Employer contribution / active EE | $17,510 | $1,564+1019.6% | $2,421+623.3% | $2,756+535.4% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,529 | $6,944-34.8% | $8,282-45.3% | $6,935-34.7% |