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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 | $247,328 | $78,423+215.4% | $95,964+157.7% | $79,856+209.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -1.51% | 19.37%-20.9pp | 91.64%-93.2pp | 31.71%-33.2pp |
| Employer contribution / active EE | $17,681 | $1,945+808.9% | $2,541+595.8% | $2,471+615.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $40,744 | $5,622+624.8% | $6,797+499.4% | $5,306+667.8% |