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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 | $170,586 | $87,016+96.0% | $63,244+169.7% | $125,389+36.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -5.68% | 21.71%-27.4pp | -70.31%+64.6pp | 282.24%-287.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,000 | $3,939+280.8% | $2,953+407.9% | $5,352+180.3% |
| Admin fee / account holder | $1,224 | $11,954-89.8% | $5,893-79.2% | $9,541-87.2% |