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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 | $113,034 | $102,422+10.4% | $147,117-23.2% | $80,959+39.6% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | -1.01% | 135.16%-136.2pp | 420.54%-421.5pp | 35.67%-36.7pp |
| Employer contribution / active EE | $43,559 | $3,717+1071.8% | $4,932+783.1% | $2,757+1479.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,763 | $7,953+10.2% | $12,993-32.6% | $6,925+26.5% |