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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 | $131,007 | $91,559+43.1% | $133,978-2.2% | $79,856+64.1% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -11.01% | 61.85%-72.9pp | 45.10%-56.1pp | 31.71%-42.7pp |
| Employer contribution / active EE | $8,342 | $2,384+250.0% | $3,919+112.9% | $2,471+237.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,470 | $6,321-45.1% | $8,930-61.1% | $5,306-34.6% |