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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 | $228,336 | $116,434+96.1% | $65,583+248.2% | $139,487+63.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | -7.49% | 31.34%-38.8pp | 47.46%-55.0pp | 373.84%-381.3pp |
| Employer contribution / active EE | $37,764 | $2,602+1351.4% | $1,692+2131.4% | $4,755+694.3% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $29,372 | $6,696+338.6% | $4,112+614.4% | $11,407+157.5% |