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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 | $206,842 | $77,638+166.4% | $156,551+32.1% | $62,881+228.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.33% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $11,255 | $3,444+226.8% | $5,501+104.6% | $2,281+393.5% |
| Participant deferral / active EE | $4,862 | $3,046+59.6% | $4,871-0.2% | $3,203+51.8% |
| Admin fee / account holder | $667 | $5,561-88.0% | $13,028-94.9% | $4,296-84.5% |