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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 | $203,482 | $142,409+42.9% | $119,634+70.1% | $134,545+51.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.82% | -12.46%-13.4pp | -14.98%-10.8pp | 418.37%-444.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,833 | $6,468+222.1% | $5,601+271.9% | $6,401+225.5% |
| Admin fee / account holder | $14,983 | $13,594+10.2% | $10,329+45.1% | $11,431+31.1% |