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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 | $104,903 | $83,337+25.9% | $67,834+54.6% | $273,972-61.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -2.44% | 259.45%-261.9pp | 138.47%-140.9pp | 41.46%-43.9pp |
| Employer contribution / active EE | $2,763 | $3,287-16.0% | $2,403+14.9% | $4,869-43.3% |
| Participant deferral / active EE | $4,927 | $4,088+20.5% | $3,160+55.9% | $5,287-6.8% |
| Admin fee / account holder | $429 | $6,752-93.6% | $4,622-90.7% | $10,133-95.8% |