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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 | $143,032 | $82,674+73.0% | $125,381+14.1% | $68,486+108.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.13% | -5.97%-18.2pp | 572.31%-596.4pp | -7.85%-16.3pp |
| Employer contribution / active EE | $15,326 | $3,382+353.2% | $4,815+218.3% | $2,597+490.2% |
| Participant deferral / active EE | $13,017 | $6,111+113.0% | $7,448+74.8% | $4,028+223.2% |
| Admin fee / account holder | $8,580 | $6,277+36.7% | $10,007-14.3% | $5,404+58.8% |