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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 | $146,167 | $100,805+45.0% | $86,698+68.6% | $134,532+8.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -27.70% | 29.09%-56.8pp | 35.95%-63.6pp | 418.27%-446.0pp |
| Employer contribution / active EE | $6,349 | $3,490+81.9% | $2,837+123.8% | $4,741+33.9% |
| Participant deferral / active EE | $9,000 | $5,339+68.6% | $4,656+93.3% | $6,401+40.6% |
| Admin fee / account holder | $4,671 | $10,925-57.2% | $7,493-37.7% | $11,429-59.1% |