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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 | $244,282 | $110,039+122.0% | $97,260+151.2% | $145,884+67.4% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.3pp |
| Annual return | -1.46% | 244.44%-245.9pp | 75.54%-77.0pp | 551.85%-553.3pp |
| Employer contribution / active EE | $17,812 | $3,074+479.4% | $2,721+554.6% | $4,662+282.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,168 | $6,204+15.5% | $5,640+27.1% | $13,392-46.5% |