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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 | $147,385 | $96,236+53.1% | $133,698+10.2% | $80,959+82.0% |
| Participation rate | 98.4% | 71.2%+27.2pp | 76.4%+22.0pp | 67.7%+30.7pp |
| Annual return | -0.58% | 28.74%-29.3pp | 580.90%-581.5pp | 35.67%-36.2pp |
| Employer contribution / active EE | $8,248 | $3,350+146.2% | $4,218+95.6% | $2,757+199.2% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,639 | $8,250-43.8% | $6,703-30.8% | $6,925-33.0% |