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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 | $109,977 | $85,766+28.2% | $136,298-19.3% | $70,126+56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -12.03% | 31.46%-43.5pp | 5156.27%-5168.3pp | 73.15%-85.2pp |
| Employer contribution / active EE | $13,732 | $2,966+363.0% | $4,696+192.4% | $2,343+486.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,481 | $5,421+185.6% | $9,244+67.5% | $4,645+233.2% |