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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 | $225,446 | $95,917+135.0% | $79,583+183.3% | $134,545+67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.80% | -2.70%-19.1pp | 0.16%-22.0pp | 418.37%-440.2pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,414+107.2% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,320 | $9,132+297.7% | $6,835+431.4% | $11,431+217.7% |