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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 | $129,285 | $68,681+88.2% | $86,625+49.2% | $85,851+50.6% |
| Participation rate | 97.9% | 66.4%+31.6pp | 71.6%+26.3pp | 69.3%+28.6pp |
| Annual return | -4.98% | 20.12%-25.1pp | 63.52%-68.5pp | 318.63%-323.6pp |
| Employer contribution / active EE | $6,657 | $1,880+254.0% | $2,496+166.7% | $2,565+159.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,852 | $5,974-18.8% | $5,830-16.8% | $6,261-22.5% |