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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 | $102,385+23.1% | $147,080-14.3% | $80,935+55.7% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.8pp |
| Annual return | -1.64% | 135.09%-136.7pp | 420.17%-421.8pp | 35.66%-37.3pp |
| Employer contribution / active EE | $6,844 | $3,717+84.1% | $4,933+38.7% | $2,757+148.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,015 | $7,951-62.1% | $12,989-76.8% | $6,924-56.5% |