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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 | $208,967 | $135,645+54.1% | $110,243+89.6% | $135,380+54.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -9.16% | 513.24%-522.4pp | 314.76%-323.9pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,205 | $4,907-75.5% | $3,827-68.5% | $4,779-74.8% |
| Participant deferral / active EE | $9,952 | $5,507+80.7% | $4,672+113.0% | $5,609+77.4% |
| Admin fee / account holder | $5,035 | $11,458-56.1% | $8,548-41.1% | $10,828-53.5% |