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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 | $126,010 | $102,382+23.1% | $147,005-14.3% | $80,874+55.8% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | -1.64% | 134.89%-136.5pp | 418.76%-420.4pp | 35.62%-37.3pp |
| Employer contribution / active EE | $6,844 | $3,715+84.2% | $4,934+38.7% | $2,756+148.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,015 | $7,942-62.0% | $13,006-76.8% | $6,935-56.5% |