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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 | $113,338 | $125,797-9.9% | $170,057-33.4% | $75,177+50.8% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.7pp | 67.2%+26.5pp |
| Annual return | -21.51% | 27.20%-48.7pp | 53.42%-74.9pp | 160.75%-182.3pp |
| Employer contribution / active EE | $9,820 | $4,616+112.7% | $6,790+44.6% | $2,671+267.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,753 | $8,177+7.1% | $12,826-31.8% | $5,651+54.9% |