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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 | $192,813 | $75,832+154.3% | $147,617+30.6% | $59,633+223.3% |
| Participation rate | 90.2% | 71.6%+18.7pp | 84.6%+5.6pp | 68.7%+21.6pp |
| Annual return | -9.55% | 0.37%-9.9pp | 61.98%-71.5pp | 2041.45%-2051.0pp |
| Employer contribution / active EE | $13,942 | $3,485+300.1% | $5,564+150.6% | $2,203+533.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,318 | $5,986-78.0% | $11,612-88.7% | $4,297-69.3% |