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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 | $217,030 | $95,915+126.3% | $79,580+172.7% | $134,532+61.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.77% | -2.71%-20.1pp | 0.15%-22.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $13,258 | $3,129+323.7% | $2,413+449.3% | $4,741+179.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,075 | $9,132-88.2% | $6,835-84.3% | $11,429-90.6% |