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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 | $114,676 | $85,766+33.7% | $136,298-15.9% | $70,126+63.5% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | -5.24% | 31.46%-36.7pp | 5156.27%-5161.5pp | 73.15%-78.4pp |
| Employer contribution / active EE | $7,769 | $2,966+161.9% | $4,696+65.5% | $2,343+231.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,580 | $5,421+95.2% | $9,244+14.5% | $4,645+127.8% |