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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 | $206,946 | $133,998+54.4% | $112,263+84.3% | $134,545+53.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -22.22% | 47.17%-69.4pp | 27.49%-49.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $9,375 | $4,040+132.0% | $3,636+157.8% | $4,742+97.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,248 | $7,493-56.6% | $6,410-49.3% | $11,431-71.6% |