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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 | $127,649 | $95,915+33.1% | $79,580+60.4% | $134,532-5.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.82% | -2.71%-21.1pp | 0.15%-24.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $8,840 | $3,129+182.5% | $2,413+266.3% | $4,741+86.5% |
| Participant deferral / active EE | $1,389 | $4,693-70.4% | $3,985-65.1% | $6,401-78.3% |
| Admin fee / account holder | $1,478 | $9,132-83.8% | $6,835-78.4% | $11,429-87.1% |