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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 | $125,142 | $100,805+24.1% | $86,698+44.3% | $134,532-7.0% |
| Participation rate | 76.5% | 79.0%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -23.48% | 29.09%-52.6pp | 35.95%-59.4pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,371 | $3,490-32.1% | $2,837-16.4% | $4,741-50.0% |
| Participant deferral / active EE | $5,740 | $5,339+7.5% | $4,656+23.3% | $6,401-10.3% |
| Admin fee / account holder | $5,428 | $10,925-50.3% | $7,493-27.6% | $11,429-52.5% |