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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 | $152,918 | $180,028-15.1% | $138,135+10.7% | $158,966-3.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -15.10% | 21.68%-36.8pp | 20.51%-35.6pp | 302.95%-318.0pp |
| Employer contribution / active EE | $11,017 | $7,470+47.5% | $5,587+97.2% | $4,762+131.3% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,168 | $17,912-32.1% | $11,856+2.6% | $11,250+8.2% |