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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 | $130,611 | $78,428+66.5% | $95,960+36.1% | $79,852+63.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -1.88% | 19.37%-21.3pp | 91.63%-93.5pp | 31.72%-33.6pp |
| Employer contribution / active EE | $11,145 | $1,945+472.9% | $2,541+338.6% | $2,471+351.0% |
| Participant deferral / active EE | $2,184 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $9,753 | $5,622+73.5% | $6,797+43.5% | $5,306+83.8% |