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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 | $231,882 | $117,829+96.8% | $102,423+126.4% | $145,877+59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -6.53% | 31.83%-38.4pp | 29.42%-36.0pp | 551.28%-557.8pp |
| Employer contribution / active EE | $21,188 | $3,615+486.2% | $3,023+600.9% | $4,663+354.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,874 | $13,335+34.0% | $9,455+89.1% | $13,402+33.4% |