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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 | $118,164 | $94,031+25.7% | $115,768+2.1% | $82,448+43.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -3.12% | 20.61%-23.7pp | 100.46%-103.6pp | 41.64%-44.8pp |
| Employer contribution / active EE | $10,500 | $2,323+351.9% | $2,940+257.2% | $2,551+311.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,035 | $10,249-21.6% | $12,439-35.4% | $7,234+11.1% |