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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 | $189,327 | $95,917+97.4% | $79,583+137.9% | $134,545+40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.31% | -2.70%-19.6pp | 0.16%-22.5pp | 418.37%-440.7pp |
| Employer contribution / active EE | $3,104 | $3,129-0.8% | $2,414+28.6% | $4,742-34.5% |
| Participant deferral / active EE | $6,232 | $4,694+32.8% | $3,986+56.4% | $6,401-2.6% |
| Admin fee / account holder | $7,193 | $9,132-21.2% | $6,835+5.2% | $11,431-37.1% |