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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 | $103,241 | $89,370+15.5% | $141,197-26.9% | $72,976+41.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | -6.14% | 111.88%-118.0pp | 71.41%-77.5pp | 81.02%-87.2pp |
| Employer contribution / active EE | $7,887 | $3,115+153.2% | $4,736+66.5% | $2,440+223.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,735 | $5,957-20.5% | $10,265-53.9% | $5,124-7.6% |