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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 | $111,469 | $93,098+19.7% | $77,081+44.6% | $134,509-17.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.56% | 62.63%-87.2pp | 42.33%-66.9pp | 418.13%-442.7pp |
| Employer contribution / active EE | $2,264 | $3,419-33.8% | $2,813-19.5% | $4,741-52.2% |
| Participant deferral / active EE | $2,978 | $5,239-43.2% | $4,428-32.8% | $6,400-53.5% |
| Admin fee / account holder | $1,035 | $6,945-85.1% | $5,427-80.9% | $11,427-90.9% |