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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 | $96,136+53.3% | $135,987+8.4% | $80,925+82.1% |
| Participation rate | 98.4% | 71.2%+27.2pp | 76.4%+22.0pp | 67.7%+30.8pp |
| Annual return | -0.58% | 28.70%-29.3pp | 580.01%-580.6pp | 35.65%-36.2pp |
| Employer contribution / active EE | $8,248 | $3,350+146.2% | $4,214+95.7% | $2,756+199.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,639 | $8,236-43.7% | $6,716-30.9% | $6,940-33.2% |