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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 | $119,662 | $88,672+34.9% | $105,223+13.7% | $82,448+45.1% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | -1.60% | 30.86%-32.5pp | 180.65%-182.3pp | 41.64%-43.2pp |
| Employer contribution / active EE | $4,833 | $3,048+58.6% | $3,689+31.0% | $2,551+89.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,245 | $7,146-54.6% | $8,859-63.4% | $7,234-55.1% |