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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 | $87,919 | $91,537-4.0% | $130,045-32.4% | $75,173+17.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.79% | -631.55%+644.3pp | -137.30%+150.1pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,821 | $2,845-36.0% | $4,321-57.9% | $2,671-31.8% |
| Participant deferral / active EE | $3,883 | $4,343-10.6% | $5,820-33.3% | $4,126-5.9% |
| Admin fee / account holder | $5,436 | $6,780-19.8% | $10,600-48.7% | $5,651-3.8% |