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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 | $183,678 | $131,835+39.3% | $108,582+69.2% | $273,972-33.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.97% | -91.57%+92.5pp | -51.70%+52.7pp | 41.46%-40.5pp |
| Employer contribution / active EE | $12,266 | $4,913+149.7% | $3,758+226.4% | $4,869+151.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,763 | $10,253+131.8% | $7,645+210.8% | $10,133+134.5% |