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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 | $106,910 | $77,817+37.4% | $123,553-13.5% | $64,173+66.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -43.91% | 12.49%-56.4pp | 119.21%-163.1pp | 7.63%-51.5pp |
| Employer contribution / active EE | $11,943 | $3,014+296.2% | $4,628+158.1% | $2,381+401.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,909 | $5,519+152.0% | $9,284+49.8% | $4,887+184.6% |