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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 | $88,599 | $93,117-4.9% | $77,096+14.9% | $134,532-34.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -23.82% | 62.67%-86.5pp | 42.35%-66.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,083 | $3,420-39.1% | $2,814-26.0% | $4,741-56.1% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,849 | $6,948-44.6% | $5,428-29.1% | $11,429-66.3% |