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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 | $126,868 | $78,694+61.2% | $67,652+87.5% | $125,389+1.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.30% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $25,869 | $3,044+749.9% | $2,266+1041.8% | $4,866+431.6% |
| Participant deferral / active EE | $16,173 | $4,292+276.8% | $3,560+354.3% | $5,352+202.2% |
| Admin fee / account holder | $1,052 | $7,403-85.8% | $4,821-78.2% | $9,541-89.0% |