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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 | $238,736 | $167,352+42.7% | $143,788+66.0% | $134,509+77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.83% | 0.47%-21.3pp | -0.03%-20.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $18,737 | $5,620+233.4% | $4,952+278.4% | $4,741+295.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $24,712 | $18,091+36.6% | $14,675+68.4% | $11,427+116.3% |