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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 | $243,916 | $82,678+195.0% | $125,391+94.5% | $68,490+256.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $15,088 | $3,382+346.1% | $4,816+213.3% | $2,597+481.0% |
| Participant deferral / active EE | $10,044 | $6,111+64.3% | $7,448+34.8% | $4,028+149.4% |
| Admin fee / account holder | $303 | $6,277-95.2% | $10,009-97.0% | $5,403-94.4% |