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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 | $92,851 | $82,028+13.2% | $123,105-24.6% | $59,633+55.7% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.8pp | 68.7%+24.9pp |
| Annual return | -15.83% | 5.12%-20.9pp | 13.22%-29.0pp | 2041.45%-2057.3pp |
| Employer contribution / active EE | $5,432 | $3,297+64.8% | $5,151+5.5% | $2,203+146.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,673 | $5,879-20.5% | $9,014-48.2% | $4,297+8.8% |