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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 | $92,004 | $115,780-20.5% | $101,255-9.1% | $158,931-42.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 1.37% | 56.14%-54.8pp | 46.48%-45.1pp | 302.86%-301.5pp |
| Employer contribution / active EE | $2,194 | $4,175-47.5% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,840 | $7,246-5.6% | $5,946+15.0% | $11,247-39.2% |