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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 | $28,306 | $116,203-75.6% | $93,621-69.8% | $152,909-81.5% |
| Participation rate | 92.3% | 78.1%+14.3pp | 75.8%+16.5pp | 82.5%+9.9pp |
| Annual return | -1.42% | 35.96%-37.4pp | 32.76%-34.2pp | 345.46%-346.9pp |
| Employer contribution / active EE | $3,730 | $3,219+15.9% | $2,719+37.2% | $4,764-21.7% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,986 | $10,751-53.6% | $7,890-36.8% | $11,601-57.0% |