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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 | $161,134 | $91,911+75.3% | $68,612+134.8% | $135,379+19.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -12.41% | -8.22%-4.2pp | -4.63%-7.8pp | 519.79%-532.2pp |
| Employer contribution / active EE | $12,420 | $3,924+216.5% | $2,625+373.1% | $4,779+159.9% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,326 | $9,240+11.7% | $5,131+101.2% | $10,828-4.6% |