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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 | $112,520 | $105,284+6.9% | $150,734-25.4% | $94,015+19.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | -2.22% | 15.67%-17.9pp | 600.81%-603.0pp | 17.84%-20.1pp |
| Employer contribution / active EE | $16,909 | $3,599+369.9% | $4,918+243.8% | $2,790+506.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $17,916 | $9,839+82.1% | $14,905+20.2% | $8,951+100.2% |