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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 | $127,335 | $81,208+56.8% | $98,910+28.7% | $79,860+59.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -2.55% | 60.99%-63.5pp | 196.44%-199.0pp | 31.72%-34.3pp |
| Employer contribution / active EE | $8,531 | $1,960+335.3% | $2,689+217.2% | $2,471+245.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,145 | $6,013+18.8% | $6,642+7.6% | $5,306+34.7% |