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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 | $234,448 | $142,392+64.7% | $119,622+96.0% | $134,532+74.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -45.11% | -12.46%-32.6pp | -14.98%-30.1pp | 418.27%-463.4pp |
| Employer contribution / active EE | $30,587 | $5,224+485.5% | $4,232+622.7% | $4,741+545.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,717 | $13,593+52.4% | $10,328+100.6% | $11,429+81.3% |