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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 | $122,519 | $67,352+81.9% | $60,899+101.2% | $134,509-8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.41% | 49.99%-74.4pp | 16.92%-41.3pp | 418.13%-442.5pp |
| Employer contribution / active EE | $2,724 | $3,098-12.1% | $2,702+0.8% | $4,741-42.5% |
| Participant deferral / active EE | $13,827 | $4,539+204.6% | $3,817+262.2% | $6,400+116.0% |
| Admin fee / account holder | $544 | $4,585-88.1% | $3,225-83.1% | $11,427-95.2% |