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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 | $166,842 | $77,638+114.9% | $156,551+6.6% | $62,881+165.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | -1.60% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $8,882 | $3,444+157.9% | $5,501+61.5% | $2,281+289.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,782 | $5,561+39.9% | $13,028-40.3% | $4,296+81.2% |