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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 | $117,636 | $49,897+135.8% | $80,648+45.9% | $75,177+56.5% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.7pp | 67.2%+26.5pp |
| Annual return | -5.53% | 34.68%-40.2pp | 937.21%-942.7pp | 160.75%-166.3pp |
| Employer contribution / active EE | $1,601 | $1,699-5.8% | $2,724-41.2% | $2,671-40.1% |
| Participant deferral / active EE | $4,477 | $2,992+49.6% | $4,443+0.8% | $4,126+8.5% |
| Admin fee / account holder | $3,890 | $3,579+8.7% | $5,382-27.7% | $5,651-31.2% |