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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 | $147,486 | $166,131-11.2% | $164,975-10.6% | $145,877+1.1% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | -3.11% | 100.37%-103.5pp | 70.12%-73.2pp | 551.28%-554.4pp |
| Employer contribution / active EE | $27,804 | $5,276+427.0% | $4,343+540.3% | $4,663+496.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,468 | $16,648-79.2% | $12,688-72.7% | $13,402-74.1% |