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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 | $226,168 | $91,537+147.1% | $130,045+73.9% | $75,173+200.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.60% | -631.55%+632.1pp | -137.30%+137.9pp | 160.72%-160.1pp |
| Employer contribution / active EE | $39,843 | $2,845+1300.6% | $4,321+822.0% | $2,671+1391.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,260 | $6,780+257.8% | $10,600+128.9% | $5,651+329.3% |