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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 | $233,224 | $91,198+155.7% | $178,503+30.7% | $79,856+192.1% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | -3.70% | 24.20%-27.9pp | 151.12%-154.8pp | 31.71%-35.4pp |
| Employer contribution / active EE | $11,217 | $3,257+244.4% | $5,011+123.8% | $2,471+353.9% |
| Participant deferral / active EE | $6,147 | $3,237+89.9% | $5,202+18.2% | $3,741+64.3% |
| Admin fee / account holder | $46,168 | $6,748+584.2% | $13,987+230.1% | $5,306+770.0% |