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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 | $124,811 | $89,367+39.7% | $141,191-11.6% | $72,975+71.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -2.72% | 111.87%-114.6pp | 71.41%-74.1pp | 81.01%-83.7pp |
| Employer contribution / active EE | $11,404 | $3,115+266.1% | $4,736+140.8% | $2,440+367.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,113 | $5,957-47.7% | $10,264-69.7% | $5,124-39.2% |