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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 | $84,312 | $88,672-4.9% | $105,223-19.9% | $82,448+2.3% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | -9.34% | 30.86%-40.2pp | 180.65%-190.0pp | 41.64%-51.0pp |
| Employer contribution / active EE | $5,253 | $3,048+72.4% | $3,689+42.4% | $2,551+105.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $956 | $7,146-86.6% | $8,859-89.2% | $7,234-86.8% |