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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 | $243,731 | $82,678+194.8% | $125,391+94.4% | $68,490+255.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.30% | -5.97%-19.3pp | 572.41%-597.7pp | -7.85%-17.4pp |
| Employer contribution / active EE | $34,468 | $3,382+919.1% | $4,816+615.7% | $2,597+1227.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,504 | $6,277+322.2% | $10,009+164.8% | $5,403+390.5% |