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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 | $109,257 | $107,368+1.8% | $92,915+17.6% | $152,909-28.5% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | -4.05% | 145.64%-149.7pp | 109.45%-113.5pp | 345.46%-349.5pp |
| Employer contribution / active EE | $7,459 | $4,222+76.7% | $3,653+104.2% | $4,764+56.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,328 | $7,082-67.1% | $5,796-59.8% | $11,601-79.9% |