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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 | $192,685 | $126,113+52.8% | $116,096+66.0% | $155,188+24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -2.57% | 391.72%-394.3pp | 326.25%-328.8pp | 148.84%-151.4pp |
| Employer contribution / active EE | $13,000 | $2,672+386.6% | $2,503+419.3% | $4,248+206.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,658 | $8,045-79.4% | $7,704-78.5% | $14,480-88.5% |