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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 | $143,480 | $93,346+53.7% | $71,796+99.8% | $273,972-47.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -6.73% | 130.39%-137.1pp | 78.04%-84.8pp | 41.46%-48.2pp |
| Employer contribution / active EE | $7,662 | $2,733+180.3% | $1,924+298.1% | $4,869+57.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,194 | $6,571-81.8% | $4,815-75.2% | $10,133-88.2% |