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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 | $246,508 | $158,852+55.2% | $121,220+103.4% | $135,379+82.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.16% | -0.64%-9.5pp | 16.94%-27.1pp | 519.79%-530.0pp |
| Employer contribution / active EE | $56,696 | $5,666+900.7% | $4,023+1309.5% | $4,779+1086.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,030 | $6,515-53.5% | $5,021-39.6% | $10,828-72.0% |