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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 | $241,654 | $84,518+185.9% | $67,704+256.9% | $125,389+92.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.51% | 2.57%-8.1pp | 25.41%-30.9pp | 282.24%-287.7pp |
| Employer contribution / active EE | $12,734 | $3,292+286.8% | $2,559+397.5% | $4,866+161.7% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,762 | $5,340-48.3% | $4,255-35.1% | $9,541-71.1% |