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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 | $100,269 | $63,346+58.3% | $92,240+8.7% | $70,126+43.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -6.10% | 530.19%-536.3pp | 176.29%-182.4pp | 73.15%-79.2pp |
| Employer contribution / active EE | $5,814 | $2,471+135.3% | $3,680+58.0% | $2,343+148.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,264 | $3,841+37.0% | $5,194+1.3% | $4,645+13.3% |