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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 | $176,872 | $54,763+223.0% | $90,324+95.8% | $72,976+142.4% |
| Participation rate | 98.2% | 65.2%+33.0pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | -22.26% | 30.63%-52.9pp | 78.15%-100.4pp | 81.02%-103.3pp |
| Employer contribution / active EE | $6,934 | $2,093+231.2% | $2,856+142.8% | $2,440+184.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,060 | $3,973+2.2% | $5,356-24.2% | $5,124-20.8% |