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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 | $179,465 | $75,962+136.3% | $154,111+16.5% | $64,173+179.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -12.36% | 30.32%-42.7pp | 735.18%-747.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $6,483 | $3,350+93.5% | $5,298+22.4% | $2,381+172.3% |
| Participant deferral / active EE | $5,682 | $3,175+79.0% | $5,081+11.8% | $3,470+63.8% |
| Admin fee / account holder | $7,597 | $5,589+35.9% | $13,411-43.4% | $4,887+55.4% |