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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 | $168,686 | $78,694+114.4% | $67,652+149.3% | $125,389+34.5% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | -4.33% | 9.46%-13.8pp | 6625.40%-6629.7pp | 282.24%-286.6pp |
| Employer contribution / active EE | $11,993 | $3,044+294.0% | $2,266+429.4% | $4,866+146.5% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,098 | $7,403-71.7% | $4,821-56.5% | $9,541-78.0% |