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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 | $167,201 | $75,935+120.2% | $60,547+176.1% | $125,389+33.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -29.84% | -5.38%-24.5pp | 335.64%-365.5pp | 282.24%-312.1pp |
| Employer contribution / active EE | $17,702 | $3,438+414.9% | $2,419+631.7% | $4,866+263.8% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,567 | $6,768-3.0% | $4,536+44.8% | $9,541-31.2% |