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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 | $237,647 | $162,785+46.0% | $133,959+77.4% | $158,950+49.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -23.23% | 41.94%-65.2pp | 45.09%-68.3pp | 302.91%-326.1pp |
| Employer contribution / active EE | $55,049 | $4,975+1006.4% | $3,919+1304.8% | $4,762+1056.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29,355 | $11,738+150.1% | $8,928+228.8% | $11,248+161.0% |