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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 | $149,054 | $102,638+45.2% | $81,982+81.8% | $158,982-6.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.3%+25.5pp | 82.0%+12.8pp |
| Annual return | -3.97% | 61.05%-65.0pp | 41.31%-45.3pp | 302.99%-307.0pp |
| Employer contribution / active EE | $13,375 | $3,241+312.7% | $2,498+435.3% | $4,763+180.8% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,618 | $8,237+4.6% | $5,665+52.1% | $11,252-23.4% |