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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 | $205,900 | $154,193+33.5% | $130,045+58.3% | $139,466+47.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -11.44% | 32.51%-44.0pp | -137.30%+125.9pp | 373.66%-385.1pp |
| Employer contribution / active EE | $19,176 | $5,292+262.4% | $4,321+343.8% | $4,754+303.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,590 | $13,989-81.5% | $10,600-75.6% | $11,409-77.3% |