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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 | $102,386 | $98,240+4.2% | $82,312+24.4% | $147,586-30.6% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | -11.94% | 30.85%-42.8pp | 25.88%-37.8pp | 578.59%-590.5pp |
| Employer contribution / active EE | $20,455 | $3,192+540.9% | $2,428+742.3% | $4,876+319.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $387 | $8,563-95.5% | $5,608-93.1% | $10,886-96.4% |