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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 | $156,833 | $45,152+247.3% | $73,836+112.4% | $59,633+163.0% |
| Participation rate | 86.1% | 64.0%+22.1pp | 73.4%+12.6pp | 68.7%+17.4pp |
| Annual return | -3.67% | 27.40%-31.1pp | 2268.06%-2271.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $9,959 | $1,901+423.8% | $2,787+257.3% | $2,203+352.2% |
| Participant deferral / active EE | $6,219 | $2,573+141.7% | $3,583+73.6% | $3,192+94.9% |
| Admin fee / account holder | $6,727 | $3,515+91.4% | $4,882+37.8% | $4,297+56.5% |