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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 | $144,412 | $79,523+81.6% | $140,019+3.1% | $56,287+156.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.79% | 2.39%-9.2pp | 651.15%-657.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $13,999 | $3,350+317.9% | $5,605+149.7% | $2,111+563.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $17,464 | $614+2743.0% | $10,705+63.1% | $521+3252.5% |