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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 | $91,189 | $48,053+89.8% | $84,628+7.8% | $72,975+25.0% |
| Participation rate | 98.0% | 57.6%+40.4pp | 68.2%+29.7pp | 69.5%+28.5pp |
| Annual return | -3.14% | 37.39%-40.5pp | 258.80%-261.9pp | 81.01%-84.1pp |
| Employer contribution / active EE | $10,153 | $1,602+533.8% | $2,653+282.7% | $2,440+316.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,652 | $3,395-51.3% | $4,914-66.4% | $5,124-67.8% |