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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 | $244,660 | $108,825+124.8% | $156,181+56.7% | $82,448+196.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -2.66% | 20.59%-23.3pp | 64.87%-67.5pp | 41.64%-44.3pp |
| Employer contribution / active EE | $10,078 | $2,870+251.2% | $4,294+134.7% | $2,551+295.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,956 | $9,341-68.4% | $14,586-79.7% | $7,234-59.1% |