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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 | $97,143 | $112,131-13.4% | $95,964+1.2% | $158,982-38.9% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | -7.42% | 171.19%-178.6pp | 91.64%-99.1pp | 302.99%-310.4pp |
| Employer contribution / active EE | $12,470 | $3,199+289.8% | $2,541+390.7% | $4,763+161.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,445 | $10,136-26.6% | $6,797+9.5% | $11,252-33.8% |