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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 | $220,129 | $78,694+179.7% | $67,652+225.4% | $125,393+75.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.50% | 9.46%-14.0pp | 6625.04%-6629.5pp | 282.23%-286.7pp |
| Employer contribution / active EE | $6,090 | $3,044+100.1% | $2,266+168.8% | $4,866+25.2% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17,707 | $7,403+139.2% | $4,821+267.3% | $9,541+85.6% |