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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 | $142,061 | $64,324+120.9% | $118,946+19.4% | $79,852+77.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -6.91% | 86.45%-93.4pp | 35.89%-42.8pp | 31.72%-38.6pp |
| Employer contribution / active EE | $4,958 | $1,836+170.0% | $3,263+51.9% | $2,471+100.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,421 | $4,040-15.3% | $6,581-48.0% | $5,306-35.5% |