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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 | $121,263 | $124,346-2.5% | $111,306+8.9% | $167,553-27.6% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | -6.88% | 37.46%-44.3pp | 54.67%-61.5pp | 478.89%-485.8pp |
| Employer contribution / active EE | $10,276 | $3,438+198.9% | $2,732+276.1% | $4,840+112.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,105 | $10,623-70.8% | $7,966-61.0% | $12,316-74.8% |