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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 | $161,473 | $85,766+88.3% | $136,298+18.5% | $70,126+130.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -11.48% | 31.46%-42.9pp | 5156.27%-5167.7pp | 73.15%-84.6pp |
| Employer contribution / active EE | $9,086 | $2,966+206.3% | $4,696+93.5% | $2,343+287.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,884 | $5,421-28.4% | $9,244-58.0% | $4,645-16.4% |