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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 | $161,877 | $91,198+77.5% | $178,503-9.3% | $79,856+102.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -5.53% | 24.20%-29.7pp | 151.12%-156.6pp | 31.71%-37.2pp |
| Employer contribution / active EE | $13,521 | $3,257+315.2% | $5,011+169.8% | $2,471+447.2% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,529 | $6,748-77.3% | $13,987-89.1% | $5,306-71.2% |