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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 | $175,226 | $100,811+73.8% | $86,698+102.1% | $134,545+30.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -24.06% | 29.11%-53.2pp | 35.96%-60.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,403 | $5,339+38.6% | $4,656+59.0% | $6,401+15.6% |
| Admin fee / account holder | $2,464 | $10,926-77.5% | $7,492-67.1% | $11,431-78.4% |