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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 | $115,262 | $48,364+138.3% | $71,796+60.5% | $62,881+83.3% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | -0.09% | 13.16%-13.3pp | 78.04%-78.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $8,233 | $1,042+690.2% | $1,924+327.8% | $2,281+260.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $529 | $3,771-86.0% | $4,815-89.0% | $4,296-87.7% |