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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 | $91,738 | $81,208+13.0% | $98,920-7.3% | $79,852+14.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -33.69% | 60.99%-94.7pp | 196.47%-230.2pp | 31.72%-65.4pp |
| Employer contribution / active EE | $6,884 | $1,960+251.3% | $2,689+156.0% | $2,471+178.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,467 | $6,013+40.8% | $6,643+27.5% | $5,306+59.6% |