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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 | $101,030 | $58,828+71.7% | $78,002+29.5% | $62,881+60.7% |
| Participation rate | 80.8% | 71.1%+9.8pp | 75.5%+5.3pp | 69.3%+11.5pp |
| Annual return | -1.21% | 17.16%-18.4pp | 425.99%-427.2pp | 20.14%-21.4pp |
| Employer contribution / active EE | $2,671 | $1,672+59.8% | $2,470+8.1% | $2,281+17.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,731 | $4,393+212.5% | $5,481+150.5% | $4,296+219.6% |