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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 | $123,854+71.5% | $69,623+205.1% | $145,884+45.6% |
| Participation rate | 91.7% | 69.2%+22.4pp | 66.4%+25.2pp | 80.3%+11.4pp |
| Annual return | -7.77% | 192.35%-200.1pp | 101.23%-109.0pp | 551.85%-559.6pp |
| Employer contribution / active EE | $31,547 | $2,673+1080.1% | $1,709+1746.0% | $4,662+576.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,729 | $7,822+11.6% | $4,696+85.9% | $13,392-34.8% |