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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 | $136,293 | $89,370+52.5% | $141,197-3.5% | $72,976+86.8% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | -27.55% | 111.88%-139.4pp | 71.41%-99.0pp | 81.02%-108.6pp |
| Employer contribution / active EE | $41,715 | $3,115+1239.2% | $4,736+780.8% | $2,440+1609.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,757 | $5,957+80.6% | $10,265+4.8% | $5,124+109.9% |