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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 | $245,606 | $57,350+328.3% | $83,850+192.9% | $64,181+282.7% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -19.78% | 11.38%-31.2pp | 850.92%-870.7pp | 7.63%-27.4pp |
| Employer contribution / active EE | $17,324 | $2,545+580.6% | $3,631+377.1% | $2,381+627.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,092 | $4,046+25.8% | $5,478-7.1% | $4,887+4.2% |