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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 | $190,940 | $108,825+75.5% | $156,181+22.3% | $82,448+131.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -20.25% | 20.59%-40.8pp | 64.87%-85.1pp | 41.64%-61.9pp |
| Employer contribution / active EE | $11,369 | $2,870+296.2% | $4,294+164.8% | $2,551+345.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,963 | $9,341+70.9% | $14,586+9.4% | $7,234+120.7% |