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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 | $212,394 | $123,982+71.3% | $69,701+204.7% | $145,959+45.5% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.4%+25.2pp | 80.3%+11.4pp |
| Annual return | -7.77% | 191.01%-198.8pp | 100.32%-108.1pp | 561.95%-569.7pp |
| Employer contribution / active EE | $31,547 | $2,681+1076.5% | $1,713+1741.2% | $4,661+576.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,729 | $7,867+11.0% | $4,717+85.1% | $13,398-34.8% |