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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 | $154,812 | $110,307+40.3% | $96,576+60.3% | $139,456+11.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -28.91% | 26.40%-55.3pp | 25.87%-54.8pp | 373.45%-402.4pp |
| Employer contribution / active EE | $14,389 | $3,619+297.6% | $2,965+385.3% | $4,753+202.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,468 | $11,597-70.1% | $8,253-58.0% | $11,407-69.6% |