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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 | $124,488 | $90,509+37.5% | $78,693+58.2% | $273,968-54.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | -1.11% | 75.61%-76.7pp | 62.18%-63.3pp | 41.45%-42.6pp |
| Employer contribution / active EE | $2,584 | $3,175-18.6% | $2,850-9.3% | $4,869-46.9% |
| Participant deferral / active EE | $7,639 | $3,901+95.8% | $3,517+117.2% | $5,287+44.5% |
| Admin fee / account holder | $26,242 | $5,264+398.5% | $4,511+481.8% | $10,132+159.0% |