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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 | $122,354 | $113,941+7.4% | $94,229+29.8% | $125,389-2.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -12.36% | 5.29%-17.7pp | 10.68%-23.0pp | 282.24%-294.6pp |
| Employer contribution / active EE | $18,806 | $4,727+297.8% | $3,587+424.3% | $4,866+286.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,749 | $8,392+75.8% | $6,269+135.3% | $9,541+54.6% |