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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 | $200,568 | $129,959+54.3% | $104,301+92.3% | $134,532+49.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.10% | 42.04%-64.1pp | 24.61%-46.7pp | 418.27%-440.4pp |
| Employer contribution / active EE | $5,820 | $4,185+39.1% | $3,373+72.6% | $4,741+22.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $600 | $9,325-93.6% | $7,340-91.8% | $11,429-94.7% |