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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 | $225,581 | $77,908+189.5% | $149,696+50.7% | $75,173+200.1% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | -1.57% | 31.73%-33.3pp | 134.46%-136.0pp | 160.72%-162.3pp |
| Employer contribution / active EE | $9,184 | $3,138+192.7% | $4,821+90.5% | $2,671+243.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $45,447 | $5,950+663.9% | $13,212+244.0% | $5,651+704.3% |