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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 | $147,841 | $75,935+94.7% | $60,547+144.2% | $125,389+17.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.82% | -5.38%+0.6pp | 335.64%-340.5pp | 282.24%-287.1pp |
| Employer contribution / active EE | $4,720 | $3,438+37.3% | $2,419+95.1% | $4,866-3.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,813 | $6,768-73.2% | $4,536-60.0% | $9,541-81.0% |