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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 | $126,754 | $95,915+32.2% | $79,580+59.3% | $134,532-5.8% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -22.35% | -2.71%-19.6pp | 0.15%-22.5pp | 418.27%-440.6pp |
| Employer contribution / active EE | $4,545 | $3,129+45.3% | $2,413+88.3% | $4,741-4.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,995 | $9,132+151.8% | $6,835+236.4% | $11,429+101.2% |