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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 | $170,118 | $93,345+82.2% | $119,126+42.8% | $87,485+94.5% |
| Participation rate | 97.7% | 68.7%+28.9pp | 75.8%+21.9pp | 68.9%+28.7pp |
| Annual return | -19.28% | 19.08%-38.4pp | 282.11%-301.4pp | 26.06%-45.3pp |
| Employer contribution / active EE | $16,942 | $3,172+434.2% | $4,034+320.0% | $2,596+552.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,100 | $8,039+38.1% | $10,693+3.8% | $7,775+42.8% |