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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 | $125,287 | $93,124+34.5% | $77,100+62.5% | $134,545-6.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.10% | 62.68%-84.8pp | 42.35%-64.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $2,279 | $3,421-33.4% | $2,815-19.0% | $4,742-51.9% |
| Participant deferral / active EE | $5,497 | $5,242+4.9% | $4,430+24.1% | $6,401-14.1% |
| Admin fee / account holder | $5,569 | $6,970-20.1% | $5,443+2.3% | $11,431-51.3% |