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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 | $98,616 | $102,422-3.7% | $147,117-33.0% | $80,959+21.8% |
| Participation rate | 76.9% | 75.9%+1.0pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 2.60% | 135.16%-132.6pp | 420.54%-417.9pp | 35.67%-33.1pp |
| Employer contribution / active EE | $32,115 | $3,717+763.9% | $4,932+551.1% | $2,757+1064.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,128 | $7,953-23.0% | $12,993-52.8% | $6,925-11.5% |