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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 | $149,175 | $129,960+14.8% | $104,299+43.0% | $134,545+10.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.77% | 42.06%-63.8pp | 24.62%-46.4pp | 418.37%-440.1pp |
| Employer contribution / active EE | $6,613 | $4,186+58.0% | $3,373+96.0% | $4,742+39.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,730 | $9,324-81.4% | $7,339-76.4% | $11,431-84.9% |