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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 | $93,023+34.7% | $77,027+62.7% | $134,493-6.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.10% | 62.61%-84.7pp | 42.32%-64.4pp | 418.01%-440.1pp |
| Employer contribution / active EE | $2,279 | $3,418-33.3% | $2,813-19.0% | $4,740-51.9% |
| Participant deferral / active EE | $5,497 | $5,238+4.9% | $4,427+24.2% | $6,400-14.1% |
| Admin fee / account holder | $5,569 | $6,944-19.8% | $5,425+2.6% | $11,425-51.3% |