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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 | $154,891 | $82,324+88.1% | $68,803+125.1% | $134,545+15.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.36% | -2.17%-20.2pp | -6.37%-16.0pp | 418.37%-440.7pp |
| Employer contribution / active EE | $9,359 | $3,302+183.5% | $2,656+252.4% | $4,742+97.4% |
| Participant deferral / active EE | $6,856 | $4,740+44.6% | $3,942+73.9% | $6,401+7.1% |
| Admin fee / account holder | $1,459 | $6,485-77.5% | $4,936-70.4% | $11,431-87.2% |