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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 | $137,848 | $102,382+34.6% | $147,005-6.2% | $80,874+70.4% |
| Participation rate | 98.2% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | -17.35% | 134.89%-152.2pp | 418.76%-436.1pp | 35.62%-53.0pp |
| Employer contribution / active EE | $18,445 | $3,715+396.5% | $4,934+273.8% | $2,756+569.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,851 | $7,942-1.2% | $13,006-39.6% | $6,935+13.2% |