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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 | $175,647 | $95,917+83.1% | $79,583+120.7% | $134,545+30.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.25% | -2.70%-18.5pp | 0.16%-21.4pp | 418.37%-439.6pp |
| Employer contribution / active EE | $6,004 | $3,129+91.9% | $2,414+148.8% | $4,742+26.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,716 | $9,132-48.4% | $6,835-31.0% | $11,431-58.7% |