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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 | $84,856 | $72,273+17.4% | $101,275-16.2% | $79,856+6.3% |
| Participation rate | 97.0% | 68.5%+28.6pp | 75.8%+21.2pp | 69.6%+27.4pp |
| Annual return | -28.39% | 22.30%-50.7pp | 46.48%-74.9pp | 31.71%-60.1pp |
| Employer contribution / active EE | $8,491 | $2,691+215.5% | $3,660+132.0% | $2,471+243.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,332 | $4,401-47.0% | $5,948-60.8% | $5,306-56.0% |