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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 | $208,705 | $134,001+55.7% | $112,258+85.9% | $134,509+55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.69% | 47.15%-67.8pp | 27.47%-48.2pp | 418.13%-438.8pp |
| Employer contribution / active EE | $3,419 | $4,039-15.4% | $3,636-6.0% | $4,741-27.9% |
| Participant deferral / active EE | $13,730 | $5,291+159.5% | $4,728+190.4% | $6,400+114.5% |
| Admin fee / account holder | $62,500 | $7,491+734.4% | $6,411+874.8% | $11,427+447.0% |