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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 | $128,122 | $107,941+18.7% | $91,994+39.3% | $152,909-16.2% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | -29.85% | 89.28%-119.1pp | 69.04%-98.9pp | 345.46%-375.3pp |
| Employer contribution / active EE | $8,395 | $4,212+99.3% | $3,453+143.1% | $4,764+76.2% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,822 | $10,521+21.9% | $7,744+65.6% | $11,601+10.5% |