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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 | $149,802 | $78,423+91.0% | $95,964+56.1% | $79,856+87.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -1.63% | 19.37%-21.0pp | 91.64%-93.3pp | 31.71%-33.3pp |
| Employer contribution / active EE | $3,571 | $1,945+83.6% | $2,541+40.5% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,314 | $5,622-41.1% | $6,797-51.3% | $5,306-37.6% |