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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 | $131,980 | $78,707+67.7% | $117,861+12.0% | $70,126+88.2% |
| Participation rate | 91.3% | 73.2%+18.1pp | 79.7%+11.6pp | 69.5%+21.8pp |
| Annual return | -3.35% | 23.30%-26.6pp | 335.11%-338.5pp | 73.15%-76.5pp |
| Employer contribution / active EE | $9,938 | $2,223+347.0% | $3,786+162.5% | $2,343+324.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $21,072 | $5,066+316.0% | $8,021+162.7% | $4,645+353.6% |