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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 | $132,444 | $91,167+45.3% | $178,498-25.8% | $79,858+65.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -4.07% | 24.19%-28.3pp | 151.09%-155.2pp | 31.72%-35.8pp |
| Employer contribution / active EE | $2,229 | $3,255-31.5% | $5,011-55.5% | $2,471-9.8% |
| Participant deferral / active EE | $2,428 | $3,236-25.0% | $5,202-53.3% | $3,740-35.1% |
| Admin fee / account holder | $21,726 | $6,747+222.0% | $13,985+55.3% | $5,306+309.5% |