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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 | $157,956 | $79,449+98.8% | $189,575-16.7% | $85,847+84.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | -3.29% | 18.45%-21.7pp | 64.19%-67.5pp | 318.61%-321.9pp |
| Employer contribution / active EE | $25,644 | $2,081+1132.3% | $4,412+481.2% | $2,565+899.6% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,074 | $5,377-42.8% | $9,806-68.6% | $6,261-50.9% |