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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 | $117,513 | $93,589+25.6% | $135,942-13.6% | $75,181+56.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -16.90% | 30.90%-47.8pp | 68.28%-85.2pp | 160.69%-177.6pp |
| Employer contribution / active EE | $11,017 | $3,537+211.4% | $4,858+126.8% | $2,671+312.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,767 | $6,977-74.7% | $10,764-83.6% | $5,650-68.7% |