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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 | $166,725 | $107,809+54.6% | $90,657+83.9% | $135,380+23.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.28% | -0.90%-10.4pp | 1.89%-13.2pp | 519.81%-531.1pp |
| Employer contribution / active EE | $23,355 | $3,018+673.9% | $2,532+822.5% | $4,779+388.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,798 | $5,931+98.9% | $4,994+136.2% | $10,828+9.0% |