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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 | $150,542 | $94,031+60.1% | $115,768+30.0% | $82,448+82.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -0.40% | 20.61%-21.0pp | 100.46%-100.9pp | 41.64%-42.0pp |
| Employer contribution / active EE | $4,692 | $2,323+102.0% | $2,940+59.6% | $2,551+84.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,871 | $10,249-62.2% | $12,439-68.9% | $7,234-46.5% |