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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 | $212,394 | $123,859+71.5% | $69,632+205.0% | $145,897+45.6% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.4%+25.2pp | 80.3%+11.4pp |
| Annual return | -7.77% | 192.49%-200.3pp | 101.32%-109.1pp | 552.29%-560.1pp |
| Employer contribution / active EE | $31,547 | $2,673+1080.0% | $1,708+1746.6% | $4,663+576.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,729 | $7,817+11.7% | $4,695+85.9% | $13,390-34.8% |