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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 | $138,621 | $72,404+91.5% | $110,243+25.7% | $64,173+116.0% |
| Participation rate | 87.2% | 73.3%+13.8pp | 79.8%+7.4pp | 69.6%+17.6pp |
| Annual return | -12.06% | -6.29%-5.8pp | 314.76%-326.8pp | 7.63%-19.7pp |
| Employer contribution / active EE | $10,554 | $2,282+362.6% | $3,827+175.8% | $2,381+343.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,971 | $5,664-65.2% | $8,548-76.9% | $4,887-59.7% |