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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 | $92,596 | $77,638+19.3% | $156,551-40.9% | $62,881+47.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -4.07% | 50.33%-54.4pp | 32.23%-36.3pp | 20.14%-24.2pp |
| Employer contribution / active EE | $6,762 | $3,444+96.3% | $5,501+22.9% | $2,281+196.4% |
| Participant deferral / active EE | $2,026 | $3,046-33.5% | $4,871-58.4% | $3,203-36.7% |
| Admin fee / account holder | $74,800 | $5,561+1245.0% | $13,028+474.1% | $4,296+1641.3% |