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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 | $105,686 | $88,672+19.2% | $105,223+0.4% | $82,448+28.2% |
| Participation rate | 90.5% | 67.9%+22.6pp | 75.0%+15.4pp | 68.1%+22.4pp |
| Annual return | -19.54% | 30.86%-50.4pp | 180.65%-200.2pp | 41.64%-61.2pp |
| Employer contribution / active EE | $7,404 | $3,048+142.9% | $3,689+100.7% | $2,551+190.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,430 | $7,146-24.0% | $8,859-38.7% | $7,234-24.9% |