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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 | $138,224 | $93,346+48.1% | $71,796+92.5% | $273,972-49.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -6.23% | 130.39%-136.6pp | 78.04%-84.3pp | 41.46%-47.7pp |
| Employer contribution / active EE | $10,213 | $2,733+273.6% | $1,924+430.7% | $4,869+109.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $692 | $6,571-89.5% | $4,815-85.6% | $10,133-93.2% |