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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 | $110,222 | $58,275+89.1% | $81,844+34.7% | $80,935+36.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -20.63% | 41.82%-62.4pp | 778.87%-799.5pp | 35.66%-56.3pp |
| Employer contribution / active EE | $5,305 | $2,346+126.2% | $2,916+81.9% | $2,757+92.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,668 | $4,749-22.8% | $7,355-50.1% | $6,924-47.0% |