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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 | $112,556 | $65,704+71.3% | $94,229+19.5% | $59,633+88.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -12.59% | 5.22%-17.8pp | 10.68%-23.3pp | 2041.45%-2054.0pp |
| Employer contribution / active EE | $11,521 | $2,021+470.1% | $3,587+221.2% | $2,203+423.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,864 | $4,265+60.9% | $6,269+9.5% | $4,297+59.7% |