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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 | $114,536 | $83,485+37.2% | $125,195-8.5% | $72,976+57.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -8.02% | 25.77%-33.8pp | 43.79%-51.8pp | 81.02%-89.0pp |
| Employer contribution / active EE | $21,300 | $2,346+808.0% | $3,866+450.9% | $2,440+772.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,126 | $5,518+210.4% | $9,704+76.5% | $5,124+234.2% |