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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 | $81,908 | $76,312+7.3% | $67,221+21.8% | $158,982-48.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -3.52% | 22.77%-26.3pp | 20.72%-24.2pp | 302.99%-306.5pp |
| Employer contribution / active EE | $5,335 | $4,476+19.2% | $3,723+43.3% | $4,763+12.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $573 | $8,005-92.8% | $5,844-90.2% | $11,252-94.9% |