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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 | $226,968 | $49,177+361.5% | $79,467+185.6% | $64,173+253.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -14.71% | -1.16%-13.6pp | 718.30%-733.0pp | 7.63%-22.3pp |
| Employer contribution / active EE | $16,490 | $2,076+694.2% | $2,800+488.9% | $2,381+592.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,772 | $3,839+76.4% | $5,104+32.7% | $4,887+38.6% |