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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 | $135,458 | $71,230+90.2% | $93,727+44.5% | $80,959+67.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -5.06% | 11.26%-16.3pp | 133.83%-138.9pp | 35.67%-40.7pp |
| Employer contribution / active EE | $17,647 | $1,565+1027.4% | $2,421+628.8% | $2,757+540.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,909 | $6,961+214.7% | $8,292+164.2% | $6,925+216.4% |