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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 | $127,688 | $82,678+54.4% | $125,391+1.8% | $68,490+86.4% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $27,961 | $3,382+726.7% | $4,816+480.6% | $2,597+976.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,631 | $6,277-10.3% | $10,009-43.7% | $5,403+4.2% |