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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 | $87,377 | $86,288+1.3% | $111,306-21.5% | $85,851+1.8% |
| Participation rate | 98.4% | 73.3%+25.1pp | 77.3%+21.1pp | 69.3%+29.1pp |
| Annual return | -12.87% | 19.99%-32.9pp | 54.67%-67.5pp | 318.63%-331.5pp |
| Employer contribution / active EE | $4,522 | $2,044+121.3% | $2,732+65.5% | $2,565+76.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,634 | $8,189-67.8% | $7,966-66.9% | $6,261-57.9% |