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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 | $148,541 | $127,096+16.9% | $105,736+40.5% | $135,380+9.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.71% | 4.49%-13.2pp | 6.27%-15.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $12,480 | $4,107+203.9% | $3,268+281.8% | $4,779+161.1% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,361 | $9,087-52.0% | $6,913-36.9% | $10,828-59.7% |