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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 | $142,353 | $110,303+29.1% | $95,759+48.7% | $139,487+2.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -7.25% | 27.19%-34.4pp | 28.42%-35.7pp | 373.84%-381.1pp |
| Employer contribution / active EE | $7,143 | $3,261+119.1% | $2,836+151.8% | $4,755+50.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $48,726 | $6,615+636.5% | $5,678+758.1% | $11,407+327.1% |