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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 | $149,960 | $82,028+82.8% | $123,105+21.8% | $59,633+151.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -24.27% | 5.12%-29.4pp | 13.22%-37.5pp | 2041.45%-2065.7pp |
| Employer contribution / active EE | $24,917 | $3,297+655.8% | $5,151+383.7% | $2,203+1031.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,362 | $5,879+8.2% | $9,014-29.4% | $4,297+48.1% |