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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 | $119,237 | $89,370+33.4% | $141,197-15.6% | $72,976+63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -1.06% | 111.88%-112.9pp | 71.41%-72.5pp | 81.02%-82.1pp |
| Employer contribution / active EE | $6,804 | $3,115+118.4% | $4,736+43.6% | $2,440+178.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,536 | $5,957-23.9% | $10,265-55.8% | $5,124-11.5% |