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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 | $105,089 | $134,001-21.6% | $112,258-6.4% | $134,509-21.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -22.02% | 47.15%-69.2pp | 27.47%-49.5pp | 418.13%-440.2pp |
| Employer contribution / active EE | $7,867 | $4,039+94.8% | $3,636+116.4% | $4,741+66.0% |
| Participant deferral / active EE | $7,270 | $5,291+37.4% | $4,728+53.8% | $6,400+13.6% |
| Admin fee / account holder | $1,307 | $7,491-82.6% | $6,411-79.6% | $11,427-88.6% |