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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 | $120,881 | $89,370+35.3% | $141,197-14.4% | $72,976+65.6% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | -5.84% | 111.88%-117.7pp | 71.41%-77.2pp | 81.02%-86.9pp |
| Employer contribution / active EE | $11,072 | $3,115+255.5% | $4,736+133.8% | $2,440+353.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,755 | $5,957-37.0% | $10,265-63.4% | $5,124-26.7% |