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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 | $54,176 | $45,566+18.9% | $64,105-15.5% | $59,633-9.2% |
| Participation rate | 82.1% | 60.2%+22.0pp | 68.2%+14.0pp | 68.7%+13.5pp |
| Annual return | -10.05% | 4.95%-15.0pp | 791.24%-801.3pp | 2041.45%-2051.5pp |
| Employer contribution / active EE | $619 | $934-33.7% | $1,820-66.0% | $2,203-71.9% |
| Participant deferral / active EE | $1,245 | $2,057-39.5% | $2,822-55.9% | $3,192-61.0% |
| Admin fee / account holder | $5,539 | $3,268+69.5% | $4,499+23.1% | $4,297+28.9% |