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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 | $92,832 | $56,134+65.4% | $96,171-3.5% | $85,847+8.1% |
| Participation rate | 97.8% | 56.7%+41.1pp | 68.4%+29.3pp | 69.3%+28.5pp |
| Annual return | -3.56% | 42.30%-45.9pp | 192.04%-195.6pp | 318.61%-322.2pp |
| Employer contribution / active EE | $7,786 | $1,620+380.6% | $2,799+178.2% | $2,565+203.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,307 | $3,769-65.3% | $5,538-76.4% | $6,261-79.1% |