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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 | $147,036 | $90,504+62.5% | $78,690+86.9% | $273,965-46.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.68% | 75.61%-79.3pp | 62.18%-65.9pp | 41.45%-45.1pp |
| Employer contribution / active EE | $15,185 | $3,176+378.2% | $2,851+432.7% | $4,869+211.9% |
| Participant deferral / active EE | $6,750 | $3,901+73.0% | $3,517+91.9% | $5,287+27.7% |
| Admin fee / account holder | $1,714 | $5,263-67.4% | $4,511-62.0% | $10,132-83.1% |