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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 | $151,296 | $105,210+43.8% | $159,487-5.1% | $85,851+76.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | -6.32% | 45.08%-51.4pp | 263.71%-270.0pp | 318.63%-325.0pp |
| Employer contribution / active EE | $13,442 | $3,319+305.0% | $4,831+178.2% | $2,565+424.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,667 | $6,934-18.3% | $10,804-47.5% | $6,261-9.5% |