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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 | $238,130 | $89,364+166.5% | $141,177+68.7% | $72,983+226.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | -14.97% | 111.86%-126.8pp | 71.40%-86.4pp | 81.01%-96.0pp |
| Employer contribution / active EE | $11,449 | $3,115+267.6% | $4,736+141.8% | $2,440+369.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $27,808 | $5,959+366.7% | $10,263+171.0% | $5,124+442.7% |