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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 | $83,513 | $75,962+9.9% | $154,108-45.8% | $64,173+30.1% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.4pp | 69.6%+14.9pp |
| Annual return | -8.16% | 30.32%-38.5pp | 735.21%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $5,895 | $3,350+76.0% | $5,298+11.3% | $2,381+147.6% |
| Participant deferral / active EE | $6,902 | $3,175+117.4% | $5,081+35.9% | $3,470+98.9% |
| Admin fee / account holder | $2,390 | $5,589-57.2% | $13,411-82.2% | $4,887-51.1% |