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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 | $115,918 | $107,421+7.9% | $182,262-36.4% | $94,015+23.3% |
| Participation rate | 98.7% | 77.8%+20.9pp | 84.2%+14.5pp | 70.8%+27.8pp |
| Annual return | -9.43% | 21.32%-30.7pp | 140.60%-150.0pp | 17.84%-27.3pp |
| Employer contribution / active EE | $4,778 | $3,448+38.6% | $5,046-5.3% | $2,790+71.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,852 | $8,692-9.7% | $16,712-53.0% | $8,951-12.3% |