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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 | $188,052 | $78,425+139.8% | $95,956+96.0% | $79,858+135.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -0.89% | 19.37%-20.3pp | 91.63%-92.5pp | 31.72%-32.6pp |
| Employer contribution / active EE | $11,982 | $1,945+516.0% | $2,541+371.5% | $2,471+384.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,365 | $5,622+13.2% | $6,797-6.4% | $5,306+20.0% |