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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 | $166,784 | $99,644+67.4% | $86,438+93.0% | $134,532+24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.91% | 6787.26%-6809.2pp | 4397.19%-4419.1pp | 418.27%-440.2pp |
| Employer contribution / active EE | $15,896 | $4,402+261.1% | $3,769+321.7% | $4,741+235.3% |
| Participant deferral / active EE | $15,955 | $7,247+120.1% | $6,952+129.5% | $6,401+149.3% |
| Admin fee / account holder | $16,980 | $8,375+102.8% | $6,733+152.2% | $11,429+48.6% |