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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 | $117,642 | $93,346+26.0% | $71,796+63.9% | $273,972-57.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -4.80% | 130.39%-135.2pp | 78.04%-82.8pp | 41.46%-46.3pp |
| Employer contribution / active EE | $3,951 | $2,733+44.6% | $1,924+105.3% | $4,869-18.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,069 | $6,571+144.6% | $4,815+233.7% | $10,133+58.6% |