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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 | $170,043 | $152,542+11.5% | $117,498+44.7% | $134,509+26.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -33.91% | 53.02%-86.9pp | 29.75%-63.7pp | 418.13%-452.0pp |
| Employer contribution / active EE | $3,204 | $5,574-42.5% | $4,178-23.3% | $4,741-32.4% |
| Participant deferral / active EE | $4,669 | $4,819-3.1% | $4,071+14.7% | $6,400-27.0% |
| Admin fee / account holder | $1,245 | $7,006-82.2% | $5,646-77.9% | $11,427-89.1% |