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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 | $155,377 | $100,139+55.2% | $85,187+82.4% | $145,884+6.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -33.44% | 84.15%-117.6pp | 66.67%-100.1pp | 551.85%-585.3pp |
| Employer contribution / active EE | $3,585 | $3,238+10.7% | $2,732+31.2% | $4,662-23.1% |
| Participant deferral / active EE | $4,292 | $5,296-19.0% | $4,525-5.2% | $6,690-35.8% |
| Admin fee / account holder | $2,339 | $7,262-67.8% | $6,162-62.0% | $13,392-82.5% |