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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 | $127,402 | $115,814+10.0% | $101,275+25.8% | $158,982-19.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -18.49% | 56.16%-74.6pp | 46.48%-65.0pp | 302.99%-321.5pp |
| Employer contribution / active EE | $7,210 | $4,176+72.7% | $3,660+97.0% | $4,763+51.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,302 | $7,249+42.1% | $5,948+73.2% | $11,252-8.4% |