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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 | $203,761 | $65,555+210.8% | $86,216+136.3% | $75,173+171.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -23.62% | 46.07%-69.7pp | 1169.42%-1193.0pp | 160.72%-184.3pp |
| Employer contribution / active EE | $16,667 | $1,553+973.0% | $2,382+599.8% | $2,671+524.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,395 | $5,469-1.4% | $6,853-21.3% | $5,651-4.5% |