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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 | $99,563 | $67,372+47.8% | $60,906+63.5% | $134,532-26.0% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.1%+22.6pp | 81.2%+14.4pp |
| Annual return | -26.51% | 50.05%-76.6pp | 16.94%-43.5pp | 418.27%-444.8pp |
| Employer contribution / active EE | $3,137 | $3,099+1.2% | $2,703+16.1% | $4,741-33.8% |
| Participant deferral / active EE | $3,669 | $4,532-19.0% | $3,814-3.8% | $6,401-42.7% |
| Admin fee / account holder | $2,071 | $4,588-54.9% | $3,227-35.8% | $11,429-81.9% |