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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 | $116,303 | $65,082+78.7% | $81,367+42.9% | $59,633+95.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | -9.92% | 1.16%-11.1pp | -0.92%-9.0pp | 2041.45%-2051.4pp |
| Employer contribution / active EE | $12,514 | $2,934+326.6% | $3,930+218.4% | $2,203+468.1% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,721 | $7,582-11.4% | $8,926-24.7% | $4,297+56.4% |