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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 | $182,618 | $62,583+191.8% | $76,767+137.9% | $64,173+184.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -38.76% | -1.95%-36.8pp | 2.43%-41.2pp | 7.63%-46.4pp |
| Employer contribution / active EE | $15,475 | $1,832+744.6% | $2,485+522.7% | $2,381+550.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,989 | $4,667+178.3% | $6,675+94.6% | $4,887+165.8% |