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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 | $123,019 | $87,016+41.4% | $63,244+94.5% | $125,389-1.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.36% | 21.71%-26.1pp | -70.31%+66.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $18,785 | $3,601+421.7% | $2,322+709.0% | $4,866+286.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,250 | $11,954-81.2% | $5,893-61.8% | $9,541-76.4% |