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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 | $155,413 | $131,835+17.9% | $108,582+43.1% | $273,972-43.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.68% | -91.57%+86.9pp | -51.70%+47.0pp | 41.46%-46.1pp |
| Employer contribution / active EE | $18,278 | $4,913+272.1% | $3,758+386.3% | $4,869+275.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,529 | $10,253+149.0% | $7,645+233.9% | $10,133+151.9% |