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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 | $95,026 | $68,681+38.4% | $86,625+9.7% | $85,851+10.7% |
| Participation rate | 98.6% | 66.4%+32.2pp | 71.6%+26.9pp | 69.3%+29.3pp |
| Annual return | -1.02% | 20.12%-21.1pp | 63.52%-64.5pp | 318.63%-319.7pp |
| Employer contribution / active EE | $6,428 | $1,880+241.8% | $2,496+157.5% | $2,565+150.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,163 | $5,974-13.6% | $5,830-11.4% | $6,261-17.5% |