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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 | $76,078 | $148,623-48.8% | $135,974-44.0% | $139,466-45.5% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | -9.63% | 79.30%-88.9pp | 68.30%-77.9pp | 373.66%-383.3pp |
| Employer contribution / active EE | $11,401 | $5,246+117.3% | $4,859+134.6% | $4,754+139.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,568 | $12,406-79.3% | $10,767-76.2% | $11,409-77.5% |