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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 | $208,895 | $93,617+123.1% | $135,982+53.6% | $75,177+177.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -27.18% | 30.89%-58.1pp | 68.32%-95.5pp | 160.75%-187.9pp |
| Employer contribution / active EE | $34,483 | $3,538+874.6% | $4,859+609.7% | $2,671+1191.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,436 | $6,980-50.8% | $10,767-68.1% | $5,651-39.2% |