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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 | $90,817 | $197,625-54.0% | $177,840-48.9% | $158,966-42.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -15.12% | 58.76%-73.9pp | 48.32%-63.4pp | 302.95%-318.1pp |
| Employer contribution / active EE | $10,000 | $6,698+49.3% | $5,919+69.0% | $4,762+110.0% |
| Participant deferral / active EE | $4,625 | $8,405-45.0% | $7,714-40.0% | $5,983-22.7% |
| Admin fee / account holder | $6,751 | $15,405-56.2% | $12,431-45.7% | $11,250-40.0% |