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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 | $226,767 | $103,392+119.3% | $87,104+160.3% | $152,897+48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -25.70% | 28.10%-53.8pp | 28.19%-53.9pp | 345.43%-371.1pp |
| Employer contribution / active EE | $4,593 | $3,221+42.6% | $2,521+82.2% | $4,764-3.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,816 | $12,194-52.3% | $7,491-22.4% | $11,599-49.9% |