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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 | $228,306 | $100,060+128.2% | $149,721+52.5% | $70,126+225.6% |
| Participation rate | 95.2% | 83.6%+11.7pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | -9.01% | 27.46%-36.5pp | 1501.67%-1510.7pp | 73.15%-82.2pp |
| Employer contribution / active EE | $10,135 | $3,661+176.8% | $5,444+86.2% | $2,343+332.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,790 | $8,285-30.1% | $11,282-48.7% | $4,645+24.6% |