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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 | $142,672 | $22,602+531.2% | $65,583+117.5% | $75,177+89.8% |
| Participation rate | 97.7% | 63.1%+34.7pp | 65.0%+32.8pp | 67.2%+30.5pp |
| Annual return | -26.41% | 71.13%-97.5pp | 47.46%-73.9pp | 160.75%-187.2pp |
| Employer contribution / active EE | $9,211 | $941+878.9% | $1,692+444.3% | $2,671+244.9% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,718 | $1,877-8.5% | $4,112-58.2% | $5,651-69.6% |