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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 | $244,839 | $82,678+196.1% | $125,391+95.3% | $68,490+257.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.58% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $7,519 | $3,382+122.3% | $4,816+56.1% | $2,597+189.6% |
| Participant deferral / active EE | $13,300 | $6,111+117.6% | $7,448+78.6% | $4,028+230.2% |
| Admin fee / account holder | $74,233 | $6,277+1082.5% | $10,009+641.7% | $5,403+1273.9% |