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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 | $236,375 | $85,766+175.6% | $136,295+73.4% | $70,131+237.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -17.76% | 31.45%-49.2pp | 5155.97%-5173.7pp | 73.14%-90.9pp |
| Employer contribution / active EE | $26,146 | $2,966+781.5% | $4,695+456.8% | $2,342+1016.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,444 | $5,420+258.7% | $9,243+110.4% | $4,645+318.6% |