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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 | $170,118 | $105,284+61.6% | $150,734+12.9% | $94,015+80.9% |
| Participation rate | 97.7% | 71.7%+25.9pp | 78.4%+19.2pp | 70.8%+26.9pp |
| Annual return | -19.28% | 15.67%-35.0pp | 600.81%-620.1pp | 17.84%-37.1pp |
| Employer contribution / active EE | $16,942 | $3,599+370.8% | $4,918+244.5% | $2,790+507.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,100 | $9,839+12.8% | $14,905-25.5% | $8,951+24.0% |