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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 | $241,921 | $67,396+259.0% | $60,919+297.1% | $134,545+79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.44% | 50.12%-70.6pp | 16.96%-37.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $18,592 | $3,101+499.5% | $2,704+587.6% | $4,742+292.1% |
| Participant deferral / active EE | $6,197 | $4,534+36.7% | $3,814+62.5% | $6,401-3.2% |
| Admin fee / account holder | $1,024 | $4,590-77.7% | $3,228-68.3% | $11,431-91.0% |