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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 | $103,507 | $82,674+25.2% | $125,363-17.4% | $68,495+51.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,185 | $3,382+82.9% | $4,815+28.5% | $2,596+138.2% |
| Participant deferral / active EE | $8,581 | $6,111+40.4% | $7,447+15.2% | $4,028+113.1% |
| Admin fee / account holder | $32,711 | $6,276+421.2% | $10,005+226.9% | $5,403+505.4% |