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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 | $130,048 | $105,158+23.7% | $94,672+37.4% | $139,487-6.8% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | -7.36% | 38.11%-45.5pp | 156.89%-164.2pp | 373.84%-381.2pp |
| Employer contribution / active EE | $11,542 | $4,107+181.0% | $3,673+214.2% | $4,755+142.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,254 | $8,972-30.3% | $7,222-13.4% | $11,407-45.2% |