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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 | $161,018 | $93,598+72.0% | $135,974+18.4% | $75,173+114.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -30.20% | 30.89%-61.1pp | 68.30%-98.5pp | 160.72%-190.9pp |
| Employer contribution / active EE | $25,488 | $3,538+620.4% | $4,859+424.6% | $2,671+854.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,103 | $6,978-41.2% | $10,767-61.9% | $5,651-27.4% |