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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 | $222,558 | $116,203+91.5% | $93,621+137.7% | $152,897+45.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -1.03% | 35.96%-37.0pp | 32.76%-33.8pp | 345.43%-346.5pp |
| Employer contribution / active EE | $7,317 | $3,219+127.3% | $2,719+169.1% | $4,764+53.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,093 | $10,751-15.4% | $7,890+15.2% | $11,599-21.6% |