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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 | $123,169 | $172,111-28.4% | $150,298-18.1% | $137,256-10.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -31.77% | 69.37%-101.1pp | 62.79%-94.6pp | 220.34%-252.1pp |
| Employer contribution / active EE | $1,744 | $4,636-62.4% | $4,154-58.0% | $4,156-58.0% |
| Participant deferral / active EE | $2,808 | $6,166-54.5% | $5,453-48.5% | $6,407-56.2% |
| Admin fee / account holder | $9,554 | $16,471-42.0% | $14,116-32.3% | $12,270-22.1% |