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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 | $148,582-48.8% | $135,942-44.0% | $139,456-45.4% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | -9.63% | 79.26%-88.9pp | 68.28%-77.9pp | 373.45%-383.1pp |
| Employer contribution / active EE | $11,401 | $5,245+117.4% | $4,858+134.7% | $4,753+139.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,568 | $12,402-79.3% | $10,764-76.1% | $11,407-77.5% |