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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 | $178,292 | $65,440+172.5% | $98,506+81.0% | $85,851+107.7% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.3%+28.3pp |
| Annual return | -29.00% | 21.75%-50.8pp | 1494.92%-1523.9pp | 318.63%-347.6pp |
| Employer contribution / active EE | $1,258 | $2,169-42.0% | $2,961-57.5% | $2,565-51.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $932 | $4,596-79.7% | $5,955-84.3% | $6,261-85.1% |