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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 | $118,001 | $106,749+10.5% | $145,433-18.9% | $82,448+43.1% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | -30.63% | 27.59%-58.2pp | 66.58%-97.2pp | 41.64%-72.3pp |
| Employer contribution / active EE | $21,601 | $3,444+527.1% | $4,554+374.3% | $2,551+746.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,991 | $8,390-4.8% | $13,129-39.1% | $7,234+10.5% |