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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 | $82,341 | $57,330+43.6% | $86,656-5.0% | $75,177+9.5% |
| Participation rate | 94.4% | 63.2%+31.3pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | -8.68% | 2675.40%-2684.1pp | 593.09%-601.8pp | 160.75%-169.4pp |
| Employer contribution / active EE | $6,539 | $2,316+182.3% | $3,025+116.1% | $2,671+144.8% |
| Participant deferral / active EE | $4,661 | $3,320+40.4% | $4,439+5.0% | $4,126+12.9% |
| Admin fee / account holder | $4,142 | $4,115+0.7% | $5,619-26.3% | $5,651-26.7% |