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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 | $206,799 | $158,827+30.2% | $121,208+70.6% | $135,382+52.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -12.54% | -0.64%-11.9pp | 16.93%-29.5pp | 519.77%-532.3pp |
| Employer contribution / active EE | $13,750 | $5,666+142.7% | $4,023+241.8% | $4,779+187.7% |
| Participant deferral / active EE | $24,500 | $4,006+511.6% | $3,345+632.4% | $5,609+336.8% |
| Admin fee / account holder | $1,867 | $6,514-71.3% | $5,020-62.8% | $10,829-82.8% |