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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 | $116,055 | $56,110+106.8% | $94,993+22.2% | $70,126+65.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | -3.96% | 51.02%-55.0pp | 27.14%-31.1pp | 73.15%-77.1pp |
| Employer contribution / active EE | $14,794 | $1,442+925.8% | $2,603+468.2% | $2,343+531.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,808 | $3,456+68.0% | $4,960+17.1% | $4,645+25.0% |