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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 | $213,574 | $102,429+108.5% | $147,096+45.2% | $80,925+163.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -16.40% | 135.02%-151.4pp | 419.75%-436.1pp | 35.65%-52.0pp |
| Employer contribution / active EE | $6,785 | $3,716+82.6% | $4,936+37.5% | $2,756+146.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,023 | $7,957+76.2% | $13,005+7.8% | $6,940+102.1% |