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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 | $170,949 | $102,385+67.0% | $147,080+16.2% | $80,935+111.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | -6.24% | 135.09%-141.3pp | 420.17%-426.4pp | 35.66%-41.9pp |
| Employer contribution / active EE | $27,778 | $3,717+647.4% | $4,933+463.1% | $2,757+907.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,516 | $7,951+107.7% | $12,989+27.2% | $6,924+138.5% |