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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 | $195,906 | $101,795+92.5% | $165,100+18.7% | $80,959+142.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -28.88% | 16.73%-45.6pp | 70.21%-99.1pp | 35.67%-64.6pp |
| Employer contribution / active EE | $29,896 | $2,954+912.1% | $4,348+587.6% | $2,757+984.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,074 | $8,221+205.0% | $12,696+97.5% | $6,925+262.1% |