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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 | $174,237 | $82,674+110.8% | $125,381+39.0% | $68,486+154.4% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -28.74% | -5.97%-22.8pp | 572.31%-601.1pp | -7.85%-20.9pp |
| Employer contribution / active EE | $4,745 | $3,382+40.3% | $4,815-1.5% | $2,597+82.7% |
| Participant deferral / active EE | $14,993 | $6,111+145.4% | $7,448+101.3% | $4,028+272.3% |
| Admin fee / account holder | $1,560 | $6,277-75.2% | $10,007-84.4% | $5,404-71.1% |