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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 | $135,500 | $100,811+34.4% | $86,698+56.3% | $134,545+0.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -43.79% | 29.11%-72.9pp | 35.96%-79.7pp | 418.37%-462.2pp |
| Employer contribution / active EE | $5,544 | $3,490+58.8% | $2,837+95.4% | $4,742+16.9% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,401+321.8% |
| Admin fee / account holder | $53,989 | $10,926+394.1% | $7,492+620.6% | $11,431+372.3% |