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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 | $239,413 | $133,981+78.7% | $112,249+113.3% | $134,532+78.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -21.39% | 47.16%-68.6pp | 27.48%-48.9pp | 418.27%-439.7pp |
| Employer contribution / active EE | $9,810 | $4,040+142.8% | $3,636+169.8% | $4,741+106.9% |
| Participant deferral / active EE | $4,195 | $5,292-20.7% | $4,729-11.3% | $6,401-34.5% |
| Admin fee / account holder | $1,566 | $7,492-79.1% | $6,412-75.6% | $11,429-86.3% |