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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 | $188,865 | $82,674+128.4% | $125,358+50.7% | $68,498+175.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -30.04% | -5.97%-24.1pp | 572.03%-602.1pp | -7.84%-22.2pp |
| Employer contribution / active EE | $12,114 | $3,381+258.3% | $4,814+151.6% | $2,596+366.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,167 | $6,276-1.7% | $10,007-38.4% | $5,403+14.1% |