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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 | $145,021 | $102,429+41.6% | $147,096-1.4% | $80,925+79.2% |
| Participation rate | 97.0% | 75.9%+21.2pp | 82.2%+14.8pp | 67.7%+29.4pp |
| Annual return | -15.55% | 135.02%-150.6pp | 419.75%-435.3pp | 35.65%-51.2pp |
| Employer contribution / active EE | $41,241 | $3,716+1009.9% | $4,936+735.5% | $2,756+1396.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,595 | $7,957+33.2% | $13,005-18.5% | $6,940+52.7% |