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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 | $71,230+143.9% | $93,727+85.4% | $80,959+114.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -9.28% | 11.26%-20.5pp | 133.83%-143.1pp | 35.67%-44.9pp |
| Employer contribution / active EE | $17,510 | $1,565+1018.6% | $2,421+623.1% | $2,757+535.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,529 | $6,961-34.9% | $8,292-45.4% | $6,925-34.6% |