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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 | $124,020 | $102,385+21.1% | $147,080-15.7% | $80,935+53.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -5.72% | 135.09%-140.8pp | 420.17%-425.9pp | 35.66%-41.4pp |
| Employer contribution / active EE | $13,956 | $3,717+275.5% | $4,933+182.9% | $2,757+406.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,400 | $7,951-57.2% | $12,989-73.8% | $6,924-50.9% |