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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 | $102,429+43.9% | $147,096+0.2% | $80,925+82.1% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | -11.31% | 135.02%-146.3pp | 419.75%-431.1pp | 35.65%-47.0pp |
| Employer contribution / active EE | $14,291 | $3,716+284.6% | $4,936+189.5% | $2,756+418.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,885 | $7,957-51.2% | $13,005-70.1% | $6,940-44.0% |