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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 | $172,160 | $98,240+75.2% | $82,312+109.2% | $147,586+16.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -14.54% | 30.85%-45.4pp | 25.88%-40.4pp | 578.59%-593.1pp |
| Employer contribution / active EE | $17,124 | $3,192+436.5% | $2,428+605.2% | $4,876+251.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,004 | $8,563+28.5% | $5,608+96.2% | $10,886+1.1% |