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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 | $206,497 | $90,590+127.9% | $90,782+127.5% | $135,382+52.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.77% | -3.40%-6.4pp | -3.42%-6.4pp | 519.77%-529.5pp |
| Employer contribution / active EE | $11,514 | $4,352+164.5% | $4,105+180.5% | $4,779+140.9% |
| Participant deferral / active EE | $9,761 | $5,407+80.5% | $5,366+81.9% | $5,609+74.0% |
| Admin fee / account holder | $785 | $7,683-89.8% | $5,908-86.7% | $10,829-92.7% |