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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 | $93,382 | $65,034+43.6% | $90,970+2.7% | $79,856+16.9% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.2pp |
| Annual return | -11.32% | 30.45%-41.8pp | 134.60%-145.9pp | 31.71%-43.0pp |
| Employer contribution / active EE | $2,840 | $1,247+127.7% | $2,122+33.8% | $2,471+14.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $892 | $4,536-80.3% | $5,961-85.0% | $5,306-83.2% |