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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 | $172,323 | $176,402-2.3% | $134,162+28.4% | $158,982+8.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | -6.21% | 63.66%-69.9pp | 36.35%-42.6pp | 302.99%-309.2pp |
| Employer contribution / active EE | $9,530 | $5,042+89.0% | $3,705+157.2% | $4,763+100.1% |
| Participant deferral / active EE | $4,761 | $4,093+16.3% | $3,500+36.1% | $5,983-20.4% |
| Admin fee / account holder | $6,754 | $8,719-22.5% | $6,685+1.0% | $11,252-40.0% |