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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 | $143,716 | $112,933+27.3% | $90,970+58.0% | $158,982-9.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | -1.04% | 215.82%-216.9pp | 134.60%-135.6pp | 302.99%-304.0pp |
| Employer contribution / active EE | $6,250 | $2,893+116.0% | $2,122+194.6% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,295 | $8,047-71.5% | $5,961-61.5% | $11,252-79.6% |