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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 | $92,324 | $75,959+21.5% | $154,114-40.1% | $64,181+43.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -8.80% | 30.32%-39.1pp | 735.16%-744.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,106 | $3,350-37.1% | $5,298-60.2% | $2,381-11.5% |
| Participant deferral / active EE | $5,166 | $3,175+62.7% | $5,081+1.7% | $3,470+48.9% |
| Admin fee / account holder | $2,690 | $5,589-51.9% | $13,411-79.9% | $4,887-45.0% |