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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 | $134,210 | $72,404+85.4% | $110,243+21.7% | $64,173+109.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -15.83% | -6.29%-9.5pp | 314.76%-330.6pp | 7.63%-23.5pp |
| Employer contribution / active EE | $17,912 | $2,282+685.1% | $3,827+368.1% | $2,381+652.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,278 | $5,664-42.1% | $8,548-61.6% | $4,887-32.9% |