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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 | $134,425 | $154,193-12.8% | $130,045+3.4% | $139,466-3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.78% | 32.51%-40.3pp | -137.30%+129.5pp | 373.66%-381.4pp |
| Employer contribution / active EE | $2,906 | $5,292-45.1% | $4,321-32.8% | $4,754-38.9% |
| Participant deferral / active EE | $9,681 | $6,709+44.3% | $5,820+66.3% | $6,712+44.2% |
| Admin fee / account holder | $4,083 | $13,989-70.8% | $10,600-61.5% | $11,409-64.2% |