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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 | $82,678+128.4% | $125,391+50.6% | $68,490+175.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -30.04% | -5.97%-24.1pp | 572.41%-602.5pp | -7.85%-22.2pp |
| Employer contribution / active EE | $12,114 | $3,382+258.2% | $4,816+151.6% | $2,597+366.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,167 | $6,277-1.8% | $10,009-38.4% | $5,403+14.1% |