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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 | $102,382+41.6% | $147,005-1.3% | $80,874+79.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | -15.55% | 134.89%-150.4pp | 418.76%-434.3pp | 35.62%-51.2pp |
| Employer contribution / active EE | $41,241 | $3,715+1010.2% | $4,934+735.8% | $2,756+1396.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,595 | $7,942+33.4% | $13,006-18.5% | $6,935+52.8% |