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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 | $124,249 | $134,001-7.3% | $112,258+10.7% | $134,509-7.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.99% | 47.15%-70.1pp | 27.47%-50.5pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,615 | $4,039-60.0% | $3,636-55.6% | $4,741-65.9% |
| Participant deferral / active EE | $6,460 | $5,291+22.1% | $4,728+36.6% | $6,400+0.9% |
| Admin fee / account holder | $1,867 | $7,491-75.1% | $6,411-70.9% | $11,427-83.7% |