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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 | $92,741 | $209,336-55.7% | $197,124-53.0% | $137,256-32.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -22.53% | 48.09%-70.6pp | 44.34%-66.9pp | 220.34%-242.9pp |
| Employer contribution / active EE | $9,147 | $6,591+38.8% | $6,227+46.9% | $4,156+120.1% |
| Participant deferral / active EE | $17,381 | $9,614+80.8% | $9,135+90.3% | $6,407+171.3% |
| Admin fee / account holder | $11,259 | $17,308-34.9% | $16,298-30.9% | $12,270-8.2% |