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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 | $108,222 | $78,682+37.5% | $109,188-0.9% | $85,851+26.1% |
| Participation rate | 98.7% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.4pp |
| Annual return | -3.57% | 25.09%-28.7pp | 25.76%-29.3pp | 318.63%-322.2pp |
| Employer contribution / active EE | $10,127 | $2,734+270.4% | $3,723+172.0% | $2,565+294.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,460 | $5,470+127.8% | $6,755+84.4% | $6,261+99.0% |