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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 | $146,811 | $54,357+170.1% | $82,706+77.5% | $68,495+114.3% |
| Participation rate | 86.5% | 63.9%+22.6pp | 72.6%+13.9pp | 67.9%+18.6pp |
| Annual return | -35.75% | -13.67%-22.1pp | 701.76%-737.5pp | -7.84%-27.9pp |
| Employer contribution / active EE | $2,138 | $2,218-3.6% | $3,007-28.9% | $2,596-17.7% |
| Participant deferral / active EE | $6,077 | $3,246+87.2% | $4,394+38.3% | $4,028+50.9% |
| Admin fee / account holder | $8,410 | $4,396+91.3% | $5,329+57.8% | $5,403+55.6% |