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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 | $154,614 | $77,816+98.7% | $123,552+25.1% | $64,173+140.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.67% | 12.49%-21.2pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,451 | $3,014+14.5% | $4,628-25.4% | $2,381+45.0% |
| Participant deferral / active EE | $8,440 | $5,240+61.1% | $6,426+31.3% | $3,470+143.3% |
| Admin fee / account holder | $12,244 | $5,519+121.9% | $9,285+31.9% | $4,887+150.5% |