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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 | $115,654 | $64,311+79.8% | $57,356+101.6% | $125,389-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.48% | 25.14%-28.6pp | 24.41%-27.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $6,043 | $3,193+89.3% | $2,689+124.7% | $4,866+24.2% |
| Participant deferral / active EE | $5,325 | $3,846+38.5% | $3,162+68.4% | $5,352-0.5% |
| Admin fee / account holder | $4,827 | $5,243-7.9% | $3,357+43.8% | $9,541-49.4% |