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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 | $102,429+34.6% | $147,096-6.3% | $80,925+70.3% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | -17.35% | 135.02%-152.4pp | 419.75%-437.1pp | 35.65%-53.0pp |
| Employer contribution / active EE | $18,445 | $3,716+396.4% | $4,936+273.7% | $2,756+569.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,851 | $7,957-1.3% | $13,005-39.6% | $6,940+13.1% |