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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 | $92,727 | $116,203-20.2% | $93,621-1.0% | $152,909-39.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | -3.44% | 35.96%-39.4pp | 32.76%-36.2pp | 345.46%-348.9pp |
| Employer contribution / active EE | $5,556 | $3,219+72.6% | $2,719+104.3% | $4,764+16.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,116 | $10,751-80.3% | $7,890-73.2% | $11,601-81.8% |