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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 | $104,180 | $90,509+15.1% | $78,693+32.4% | $273,968-62.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.81% | 75.61%-79.4pp | 62.18%-66.0pp | 41.45%-45.3pp |
| Employer contribution / active EE | $6,995 | $3,175+120.3% | $2,850+145.4% | $4,869+43.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,343 | $5,264-74.5% | $4,511-70.2% | $10,132-86.7% |