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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 | $93,355 | $138,075-32.4% | $123,552-24.4% | $135,379-31.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -9.72% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $4,183 | $5,152-18.8% | $4,628-9.6% | $4,779-12.5% |
| Participant deferral / active EE | $7,762 | $6,800+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $7,364 | $10,917-32.5% | $9,285-20.7% | $10,828-32.0% |