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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 | $138,161 | $82,674+67.1% | $125,381+10.2% | $68,486+101.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.81% | -5.97%-15.8pp | 572.31%-594.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $12,651 | $3,382+274.1% | $4,815+162.7% | $2,597+387.2% |
| Participant deferral / active EE | $3,003 | $6,111-50.9% | $7,448-59.7% | $4,028-25.4% |
| Admin fee / account holder | $10,509 | $6,277+67.4% | $10,007+5.0% | $5,404+94.5% |