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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 | $90,270 | $93,617-3.6% | $135,982-33.6% | $75,177+20.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | -16.09% | 30.89%-47.0pp | 68.32%-84.4pp | 160.75%-176.8pp |
| Employer contribution / active EE | $28,826 | $3,538+714.7% | $4,859+493.2% | $2,671+979.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,692 | $6,980+38.9% | $10,767-10.0% | $5,651+71.5% |