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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 | $78,529+0.8% | $105,591-25.1% | $74,400+6.4% |
| Participation rate | 79.7% | 72.8%+6.9pp | 75.3%+4.4pp | 67.2%+12.5pp |
| Annual return | -6.16% | 15.94%-22.1pp | 116.43%-122.6pp | 1367.51%-1373.7pp |
| Employer contribution / active EE | $7,918 | $2,522+213.9% | $3,166+150.1% | $2,624+201.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,008-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,426 | $2,216+144.9% | $11,024-50.8% | $1,944+179.2% |