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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 | $121,538 | $100,805+20.6% | $86,698+40.2% | $134,532-9.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.31% | 29.09%-49.4pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $32,109 | $3,490+820.0% | $2,837+1031.9% | $4,741+577.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,480 | $10,925-40.7% | $7,493-13.5% | $11,429-43.3% |