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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 | $86,605 | $84,236+2.8% | $170,435-49.2% | $70,126+23.5% |
| Participation rate | 73.3% | 70.8%+2.5pp | 83.6%-10.3pp | 69.5%+3.8pp |
| Annual return | -10.02% | 23.06%-33.1pp | 205.94%-216.0pp | 73.15%-83.2pp |
| Employer contribution / active EE | $795 | $3,387-76.5% | $5,432-85.4% | $2,343-66.1% |
| Participant deferral / active EE | $1,124 | $3,086-63.6% | $4,939-77.3% | $3,332-66.3% |
| Admin fee / account holder | $7,920 | $5,698+39.0% | $13,881-42.9% | $4,645+70.5% |