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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 | $194,675 | $97,020+100.7% | $83,322+133.6% | $135,379+43.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.90% | 12.31%-22.2pp | 10.64%-20.5pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,968 | $4,144-28.4% | $3,379-12.2% | $4,779-37.9% |
| Participant deferral / active EE | $9,051 | $5,964+51.7% | $5,565+62.6% | $5,609+61.4% |
| Admin fee / account holder | $30,644 | $8,426+263.7% | $7,540+306.4% | $10,828+183.0% |