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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 | $247,827 | $89,367+177.3% | $141,191+75.5% | $72,975+239.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -18.80% | 111.87%-130.7pp | 71.41%-90.2pp | 81.01%-99.8pp |
| Employer contribution / active EE | $13,862 | $3,115+345.0% | $4,736+192.7% | $2,440+468.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,107 | $5,957-31.1% | $10,264-60.0% | $5,124-19.9% |