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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 | $138,971 | $95,193+46.0% | $76,523+81.6% | $135,382+2.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.69% | 4.85%-16.5pp | -0.27%-11.4pp | 519.77%-531.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,500 | $4,639+255.7% | $3,835+330.2% | $5,609+194.2% |
| Admin fee / account holder | $16,213 | $6,249+159.5% | $4,848+234.4% | $10,829+49.7% |