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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 | $79,501 | $95,915-17.1% | $79,580-0.1% | $134,532-40.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -20.97% | -2.71%-18.3pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $5,629 | $3,129+79.9% | $2,413+133.2% | $4,741+18.7% |
| Participant deferral / active EE | $6,062 | $4,693+29.2% | $3,985+52.1% | $6,401-5.3% |
| Admin fee / account holder | $3,359 | $9,132-63.2% | $6,835-50.9% | $11,429-70.6% |