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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 | $244,401 | $140,578+73.9% | $100,671+142.8% | $125,389+94.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -7.35% | 24.67%-32.0pp | 20.43%-27.8pp | 282.24%-289.6pp |
| Employer contribution / active EE | $25,792 | $5,965+332.4% | $4,012+542.8% | $4,866+430.0% |
| Participant deferral / active EE | $2,917 | $3,981-26.7% | $3,144-7.2% | $5,352-45.5% |
| Admin fee / account holder | $3,190 | $6,716-52.5% | $4,850-34.2% | $9,541-66.6% |