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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 | $88,595 | $152,619-42.0% | $125,195-29.2% | $152,909-42.1% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | -3.38% | 54.85%-58.2pp | 43.79%-47.2pp | 345.46%-348.8pp |
| Employer contribution / active EE | $7,500 | $4,947+51.6% | $3,866+94.0% | $4,764+57.4% |
| Participant deferral / active EE | $8,670 | $5,869+47.7% | $4,937+75.6% | $5,851+48.2% |
| Admin fee / account holder | $3,816 | $13,437-71.6% | $9,704-60.7% | $11,601-67.1% |