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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 | $197,771 | $148,629+33.1% | $135,982+45.4% | $139,487+41.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | -29.77% | 79.33%-109.1pp | 68.32%-98.1pp | 373.84%-403.6pp |
| Employer contribution / active EE | $39,439 | $5,247+651.7% | $4,859+711.7% | $4,755+729.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,638 | $12,406-54.6% | $10,767-47.6% | $11,407-50.6% |