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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 | $122,797 | $82,028+49.7% | $123,105-0.3% | $59,633+105.9% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.6pp | 68.7%+28.7pp |
| Annual return | -33.14% | 5.12%-38.3pp | 13.22%-46.4pp | 2041.45%-2074.6pp |
| Employer contribution / active EE | $14,450 | $3,297+338.3% | $5,151+180.5% | $2,203+556.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,350 | $5,879-77.0% | $9,014-85.0% | $4,297-68.6% |