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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 | $111,009 | $88,360+25.6% | $145,433-23.7% | $67,986+63.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | -43.43% | 63.15%-106.6pp | 66.58%-110.0pp | 31.67%-75.1pp |
| Employer contribution / active EE | $11,620 | $3,054+280.5% | $4,554+155.1% | $2,019+475.6% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3,909 | $3,313+18.0% | $13,129-70.2% | $3,203+22.0% |