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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 | $190,088 | $129,960+46.3% | $104,299+82.3% | $134,545+41.3% |
| Participation rate | 89.5% | 79.5%+9.9pp | 73.3%+16.2pp | 81.2%+8.2pp |
| Annual return | -25.22% | 42.06%-67.3pp | 24.62%-49.8pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,062 | $4,186-50.7% | $3,373-38.9% | $4,742-56.5% |
| Participant deferral / active EE | $3,212 | $5,589-42.5% | $4,626-30.6% | $6,401-49.8% |
| Admin fee / account holder | $28,752 | $9,324+208.4% | $7,339+291.7% | $11,431+151.5% |