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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 | $113,715 | $85,766+32.6% | $136,298-16.6% | $70,126+62.2% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | -10.33% | 31.46%-41.8pp | 5156.27%-5166.6pp | 73.15%-83.5pp |
| Employer contribution / active EE | $9,983 | $2,966+236.6% | $4,696+112.6% | $2,343+326.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,412 | $5,421-55.5% | $9,244-73.9% | $4,645-48.1% |