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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 | $79,132 | $78,636+0.6% | $105,607-25.1% | $74,459+6.3% |
| Participation rate | 79.7% | 72.8%+7.0pp | 75.3%+4.4pp | 67.2%+12.5pp |
| Annual return | -6.16% | 15.96%-22.1pp | 116.11%-122.3pp | 1369.70%-1375.9pp |
| Employer contribution / active EE | $7,918 | $2,523+213.8% | $3,167+150.0% | $2,626+201.5% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,426 | $2,220+144.4% | $10,958-50.5% | $1,945+179.0% |