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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 | $102,385+10.4% | $147,080-23.1% | $80,935+39.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | -1.01% | 135.09%-136.1pp | 420.17%-421.2pp | 35.66%-36.7pp |
| Employer contribution / active EE | $43,559 | $3,717+1072.0% | $4,933+783.0% | $2,757+1480.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,763 | $7,951+10.2% | $12,989-32.5% | $6,924+26.5% |