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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 | $83,306 | $90,486-7.9% | $78,676+5.9% | $273,972-69.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -1.34% | 75.62%-77.0pp | 62.19%-63.5pp | 41.46%-42.8pp |
| Employer contribution / active EE | $973 | $3,175-69.4% | $2,850-65.9% | $4,869-80.0% |
| Participant deferral / active EE | $8,452 | $3,901+116.6% | $3,517+140.3% | $5,287+59.9% |
| Admin fee / account holder | $1,035 | $5,263-80.3% | $4,510-77.0% | $10,133-89.8% |