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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 | $147,389 | $102,382+44.0% | $147,005+0.3% | $80,874+82.2% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | -11.31% | 134.89%-146.2pp | 418.76%-430.1pp | 35.62%-46.9pp |
| Employer contribution / active EE | $14,291 | $3,715+284.7% | $4,934+189.6% | $2,756+418.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,885 | $7,942-51.1% | $13,006-70.1% | $6,935-44.0% |