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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 | $155,171 | $82,678+87.7% | $125,391+23.7% | $68,490+126.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $16,667 | $3,382+392.8% | $4,816+246.1% | $2,597+541.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,217 | $6,277+30.9% | $10,009-17.9% | $5,403+52.1% |