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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 | $151,657 | $78,707+92.7% | $117,861+28.7% | $70,126+116.3% |
| Participation rate | 92.7% | 73.2%+19.5pp | 79.7%+13.0pp | 69.5%+23.1pp |
| Annual return | -16.32% | 23.30%-39.6pp | 335.11%-351.4pp | 73.15%-89.5pp |
| Employer contribution / active EE | $13,964 | $2,223+528.0% | $3,786+268.8% | $2,343+496.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,072 | $5,066-78.8% | $8,021-86.6% | $4,645-76.9% |