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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 | $114,784 | $94,529+21.4% | $140,019-18.0% | $64,173+78.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -27.09% | 7.77%-34.9pp | 651.17%-678.3pp | 7.63%-34.7pp |
| Employer contribution / active EE | $31,605 | $3,812+729.0% | $5,605+463.8% | $2,381+1227.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,458 | $6,741-4.2% | $10,705-39.7% | $4,887+32.1% |