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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 | $135,096 | $100,805+34.0% | $86,698+55.8% | $134,532+0.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -28.00% | 29.09%-57.1pp | 35.95%-63.9pp | 418.27%-446.3pp |
| Employer contribution / active EE | $12,200 | $3,490+249.6% | $2,837+330.1% | $4,741+157.3% |
| Participant deferral / active EE | $55,300 | $5,339+935.7% | $4,656+1087.7% | $6,401+763.9% |
| Admin fee / account holder | $28,300 | $10,925+159.0% | $7,493+277.7% | $11,429+147.6% |