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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 | $94,458 | $67,352+40.2% | $60,899+55.1% | $134,509-29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.67% | 49.99%-71.7pp | 16.92%-38.6pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,648 | $3,098-46.8% | $2,702-39.0% | $4,741-65.2% |
| Participant deferral / active EE | $4,078 | $4,539-10.2% | $3,817+6.8% | $6,400-36.3% |
| Admin fee / account holder | $8,128 | $4,585+77.3% | $3,225+152.0% | $11,427-28.9% |