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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 | $106,167 | $93,346+13.7% | $71,796+47.9% | $273,972-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -4.28% | 130.39%-134.7pp | 78.04%-82.3pp | 41.46%-45.7pp |
| Employer contribution / active EE | $6,055 | $2,733+121.5% | $1,924+214.7% | $4,869+24.4% |
| Participant deferral / active EE | $3,274 | $3,475-5.8% | $2,794+17.2% | $5,287-38.1% |
| Admin fee / account holder | $2,597 | $6,571-60.5% | $4,815-46.1% | $10,133-74.4% |