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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 | $125,531 | $48,078+161.1% | $78,676+59.6% | $62,881+99.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.18% | 31.36%-31.5pp | 62.19%-62.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $10,742 | $2,015+433.2% | $2,850+276.9% | $2,281+370.9% |
| Participant deferral / active EE | $5,371 | $2,587+107.6% | $3,517+52.7% | $3,203+67.7% |
| Admin fee / account holder | $1,616 | $3,206-49.6% | $4,510-64.2% | $4,296-62.4% |