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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 | $122,764 | $90,509+35.6% | $78,693+56.0% | $273,968-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.64% | 75.61%-77.2pp | 62.18%-63.8pp | 41.45%-43.1pp |
| Employer contribution / active EE | $4,286 | $3,175+35.0% | $2,850+50.4% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $623 | $5,264-88.2% | $4,511-86.2% | $10,132-93.8% |