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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 | $145,077 | $77,638+86.9% | $156,551-7.3% | $62,881+130.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.95% | 50.33%-53.3pp | 32.23%-35.2pp | 20.14%-23.1pp |
| Employer contribution / active EE | $6,852 | $3,444+98.9% | $5,501+24.5% | $2,281+200.4% |
| Participant deferral / active EE | $4,819 | $3,046+58.2% | $4,871-1.1% | $3,203+50.5% |
| Admin fee / account holder | $6,539 | $5,561+17.6% | $13,028-49.8% | $4,296+52.2% |