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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 | $229,886 | $78,423+193.1% | $95,964+139.6% | $79,856+187.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -2.99% | 19.37%-22.4pp | 91.64%-94.6pp | 31.71%-34.7pp |
| Employer contribution / active EE | $14,560 | $1,945+648.4% | $2,541+472.9% | $2,471+489.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,749 | $5,622+37.8% | $6,797+14.0% | $5,306+46.0% |