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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 | $165,776 | $78,694+110.7% | $67,652+145.0% | $125,389+32.2% |
| Participation rate | 95.7% | 78.8%+16.8pp | 75.7%+20.0pp | 83.2%+12.5pp |
| Annual return | -3.81% | 9.46%-13.3pp | 6625.40%-6629.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $18,435 | $3,044+505.7% | $2,266+713.7% | $4,866+278.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,148 | $7,403+64.1% | $4,821+152.0% | $9,541+27.3% |