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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 | $107,725 | $162,821-33.8% | $133,978-19.6% | $158,982-32.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -13.37% | 41.95%-55.3pp | 45.10%-58.5pp | 302.99%-316.4pp |
| Employer contribution / active EE | $2,347 | $4,976-52.8% | $3,919-40.1% | $4,763-50.7% |
| Participant deferral / active EE | $13,864 | $5,910+134.6% | $5,047+174.7% | $5,983+131.7% |
| Admin fee / account holder | $28,427 | $11,742+142.1% | $8,930+218.3% | $11,252+152.6% |