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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 | $233,909 | $78,694+197.2% | $67,652+245.8% | $125,389+86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.89% | 9.46%-13.3pp | 6625.40%-6629.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $4,046 | $3,044+32.9% | $2,266+78.6% | $4,866-16.8% |
| Participant deferral / active EE | $7,200 | $4,292+67.7% | $3,560+102.3% | $5,352+34.5% |
| Admin fee / account holder | $1,319 | $7,403-82.2% | $4,821-72.6% | $9,541-86.2% |